Nelson Insurance Advisors LLC
We Want to Do Business with People That Believe the Way that We Believe
With over 23 years of experience in the insurance and financial services industry, specializing in using non-woke, Catholic fraternal not-for-profit life insurance companies to optimize your overall insurance and financial portfolio. Personal Planning - Advanced Life Insurance Planning - Roth Conversions - Columbus Plan (Turnkey system to move Tax Deferred money to Tax Free money) - Qualified vs Non-Qualified Asset Allocation - Retirement Income Planning - Long Term Care Planning- Business Planning - Cash Balance Plans & other Defined Benefit Plans - Defined Contribution Plans - Buy Sell Agreement Funding - Key Man Insurance - Executive Bonus Plans (Tax Deductible to Business) - Split Dollar Plans - Cyber Liability Insurance (breaches and ransoms happen every day) Please visit Peter Nelson at his Linkedin page and follow him there as well. linkedin.com/in/peter-nelson-nia
Phone: 423-793-2613
Website: https://nelsonplan.com
