Financial Advisors
Winter Park, FL
Nelson Financial Planning is a family-owned, fully independent financial planning firm in Winter Park serving the Orlando area for 40 years. Led by Certified Financial Fiduciaries including CFP® professionals, they provide comprehensive retirement income planning, wealth management, legacy planning, tax saving strategies, and investment management—all integrated into personalized financial plans rather than generic reports. They offer free initial consultations and charge fees typically 25% less than competitors, with a focus on proactive client communication and actively managed investments the team personally owns.
Ideal for: Pre-retirees and retirees planning income strategy, high-net-worth individuals seeking tax optimization, State of Florida employees reviewing FRS options, families planning legacy and wealth transfer
Service area: Winter Park, Orlando, and Central Florida
Certified Financial Fiduciaries: Team includes CFP® and CF2™ certified professionals committed to fiduciary standards, ensuring recommendations prioritize your interests over commissions.
Integrated Planning Approach: Combines retirement planning, tax strategies, legacy planning, and investment management into one comprehensive plan tailored to your life goals, not cookie-cutter templates.
40 Years Family-Owned Independence: Operating since 1984 as a fully independent firm with personal skin in the game—the team only recommends actively managed investments they own themselves.
Address: 423 Country Club Dr, Winter Park, FL 32789
Phone: (407) 629-6477
Website: nelsonfinancialplanning.com
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