Services

Nelson Financial Planning Services, LLC is a registered investment advisor with the State of Maryland. We offer financial planning, investment management, and tax preparation services to help you focus on the issues that are most important in your life. It is our goal to become your trusted advisor in order to help you manage your finances successfully, reach your goals and realize your dreams.  Specifically, we offer financial planning services to individuals and small businesses in the following areas:

• Financial Planning:  Financial objective identification and evaluation; budgeting and cash flow management; retirement planning and projections; stock options analysis; college funding and financing; homeowner, auto, disability, long-term care, and life insurance analysis; and estate planning strategies.

• Investment Management: Portfolio analysis and rebalancing, asset allocation, investment policy development, security selection, investment implementation, performance reporting, and company retirement plan establishment and implementation.

• Tax Planning & Preparation: Income tax planning and projections, tax minimization strategies, and income tax preparation.

 

Fees

Whether you want someone to manage all of your financial affairs (investment management), or you would just like to hear what a professional thinks of your current financial situation, our fee structure is based on the level of services you select.  With our fee-only approach we are able to offer you on-going investment management services, hourly as-needed consultations, comprehensive retirement planning, or occasional financial "check-ups" to help you continue down the path of financial security.

Consultation, planning, and tax preparation services are billed on a fixed fee for service basis. Currently the hourly rate is $225 (or $2,500 annually if you select the retainer option), and is based on the type and level of services required.

Investment Management services are billed on a percentage of assets under management. The fees range from .5% to 2.0% of the total portfolio being managed. Clients selecting this service receive our financial planning management at no additional cost.