Business Owners
Build wealth outside your business now. Fund a retirement plan and personal investments so a sale isn't your only path to freedom.
Loading planner profile...
Eric Nelson
Financial Advisor
CFP®, Certified Exit Planning Advisor (CEPA)
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Plan your retirement income and tax strategy before you retire. Decisions like Social Security timing are hard to undo later.
Retirees or Seniors
Review your income, tax and estate picture every year. Spending, family needs, tax rules, and markets change, so your plan should too.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Plan for a longer retirement. Build a flexible withdrawal strategy and map out lifestyle needs and tax costs before you leave work.
Retirement Planning
Start planning your retirement income now. Know how much you'll need, where it comes from, and how taxes affect it.
Sudden Wealth or Inheritance
Pause before making big decisions. Take time to inventory what needs to be done and decide what is best for you.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
How We Work Together 1. Introductory Call. We start with a complimentary, no-pressure call to learn about each other. You share where you are today and what's on your mind, and I explain my experience and process. You'll leave with what you need to decide if we're a good fit. 2. Independence Wealth Blueprint Presentation. If we both feel it's a fit, this is our first working meeting. I'll send a simple checklist of what to gather beforehand. We'll review your goals, get a clear picture of your current finances, and dig into the questions that brought you to me. 3. Discovery Meeting. We share our observations and ideas based on your situation and future plans. You'll leave with the full picture of how we'd work together. When you're ready, we schedule a visit to sign forms and get started.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.