NelsonCorp Wealth Management

Retirement Income Specialists ... on the bank of the great river since 1981. At NelsonCorp Wealth Management, our focus is Retirement Income Planning. Today, 80% of our clients are either retired or will be retiring over the next ten years. They are individuals just like you. They have worked hard and are either retired, or ready to enjoy retirement from companies such as St. Ambrose, Alcoa, Nestle, LyondellBasell, ADM, Clysar, Alliant Energy, John Deere, 3M, the Rock Island Arsenal, and more. Our friends would rather enjoy retirement (grandkids, travel, gardening, golf, fishing, etc.) than spend that time watching CNBC. We all know, there are no do overs in retirement. We believe in winning by not losing. Investing for retirement is not the same as investing in retirement. Our investment philosophy revolves around the concept that it is just as important not to lose money in market crashes as it is to generate gains when the markets do well. By applying well-researched ideas and rules-based processes, we seek to provide a reasonable premium over the rate of inflation with significantly less volatility than stocks. Retirees Should Be Asking Themselves: · Do my investments have guardrails? Loss management should be a focal point in any retirement portfolio. ·Have I given up any new cars, vacations or nights out because my income distribution strategy lacks tax efficiency and risk management? Retirees should seek to keep as much of what their investments make them as possible. · Is the IRS the beneficiary of my 403(b), 401(k) and/or IRA? Smart decisions allow people to give what they have to whom they want, the way they want, and when they want while saving every last tax dollar, attorney fee, and court cost possible. A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs. Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years. At NelsonCorp Wealth Management, we specialize in helping clients meet their retirement goals by providing them the guidance they need to pursue the retirement of their dreams. And we can help you do the same, through an investment strategy designed to suit your needs. NelsonCorp retirement planning and distribution services include: 403(b), 401(k), IRA Tax-advantaged investing- to help reduce your tax liability and let more of your money work for you Retirement planning- to design an investment strategy to help you with all of your retirement goals Estate planning- for preservation of wealth from generation to generation Fee-Based Management - providing you with fee-based asset management and advisory services through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds. Long Term Care Insurance - Health care costs can erode your entire life's savings. We can help you evaluate your finances to determine whether you are a good candidate for long-term care coverage. Retirement Plans for Businesses - to promote retirement savings for both business owners and their employees. We can help you select and implement a plan that is right for your individual business. Business Insurance - providing strategic planning to protect your business' value and build your net worth. Collegiate Funding Services and Higher Education Funding.

Address: 880 13th Ave N, Clinton, IA 52732 USA

Phone: +1 563 242 9042
FAX: +1 563 242 9062