J Nelson Financial Strategie

Services Offered

• Investment Planning
• Retirement Planning
• Wealth Management
• Tax Optimization Strategies
• Estate Planning

Cost Range

The cost of services at J Nelson Financial Strategie varies based on the complexity and type of financial planning required. Initial consultations may be offered at a reduced rate or complimentary to assess client needs, with ongoing service fees structured as a percentage of assets managed or flat fees for specific advisory services.

Local Tips

• Located in the heart of Lake Wales, J Nelson Financial Strategie is easily accessible with ample parking in the vicinity.
• Consider scheduling appointments during mid-morning or early afternoon when the office is typically less busy.
• Combine your visit with a stroll around the historic downtown area, which offers charming shops and cafes.

FAQs

What should I bring to my initial consultation?

It is recommended to bring any relevant financial documents, including recent tax returns, investment statements, and details of current financial goals.

How can I schedule an appointment?

Appointments can be scheduled by calling their office directly or through their website's contact form. Early booking is suggested to secure a convenient time.

What kind of clients do you typically work with?

J Nelson Financial Strategie works with a diverse range of clients, from young professionals just starting their financial journey to retirees looking to optimize their income and preserve wealth.