Dollars&Sense Nelson Financial Planning
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About Dollars&Sense Nelson Financial Planning
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Dollars & Sense with Joel Garris of Nelson Financial Planning helps You make Sense out of all of life's decisions involving Your Dollars. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who helps you change your life with a successful financial plan that provides you with peace of mind for the future. Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.
Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.
What kind of guest might make a good fit?
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Seeking guests who can provide insight into financial planning, investment strategies, and navigating life's financial decisions, with a focus on topics such as retirement planning, tax strategies, and wealth management, to join Joel Garris, a CERTIFIED FINANCIAL PLANNER and host of the Dollars & Sense podcast.
Note: Guest insights are created with AI assistance.