Financial Planning Services For Veterans

Financial Planning For Veterans

At Family Financial Services, we hold the commitment and sacrifice of those who serve or have served in our U.S. military in the highest regard. Owner and president, Jimmy Nelson, is a U.S. Navy Veteran and considers it a privilege to act as a financial advisor for fellow veterans who have proudly worn our nation's uniform. Whether still on active duty, recently discharged and transitioning to civilian life, or ready for full retirement, we are here to assist you. Our team takes pride in helping veterans with their financial and estate planning needs, and some veterans' benefits. Committed to and concerned for veterans, our advisors help to create personalized plans based on an individualized assessment of one's current circumstances and objectives.

Family Financial Services also offers assistance and information pertaining to end of life planning for veterans and their families. Jimmy previously served as vice president and general manager for his family's five-generation funeral home business, Marion Nelson Funeral Home. Marion Nelson Funeral Home was established in 1951 by his great-grandfather, Jack Stephenson, and grandfather, Marion Nelson, who served in the U.S. Marine Corps during World War II. Although Marion passed away in 1991, the Purple Heart medal he received for wounds sustained during the Battle of Guadalcanal still hangs on the wall today. Over the last several years, the number of veterans who are unaware of the invaluable end of life benefits provided by the VA has continued to grow. We find it extremely unfortunate that so many veterans do not know that such significant benefits are available to them, their spouses and, in some instances, their children.

We encourage veterans to consider end of life planning to relieve loved ones of a very emotional burden if not handled ahead of time. As with many other decisions veterans face, this type of advanced planning can seem confusing and perhaps overwhelming. With Jimmy's experience of the funeral industry and veteran benefits, he enjoys sharing his extensive knowledge of available benefits to as many veterans as possible. Nelson Financial Strategies is devoted to assisting those who have proudly served our country by providing sound financial, estate, and end of life planning advice for veterans.