Comprehensive Financial Planning
Casey Nelson offers comprehensive financial planning services for a small number of client families and successful business owners. He provides value added advice which helps you achieve long term goals. When someone commits to working with him, his primary long term goal is to relieve people of financial stresses and help them rest easy at night.
- Retirement income planning for those within 10 years of retirement
- Estate planning / risk management / multi-generational planning for individuals and small business owners
- Management of company retirement plans, i.e. 401(k), SEP/SIMPLE IRA, DB plans, etc
Get in touch with Casey!
- 2420 W 43rd St, Ste 205