Retirement Income Specialists
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.
Integrity ... Commitment ... Teamwork ... Kindness
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Jeans for Charity
Every Friday the NelsonCorp Wealth Management Team is “Wearing Jeans for Charity.” The charity for March is ALS Association.
“Mid-day Market Update” weekdays at 12:10 p.m.
"Financial Focus"every Wednesday at 9:05 am. We’ll bring you cutting-edge news on financial-related headlines, economic issues, investment strategies & more.
On the first Wednesday of each month, the show is extended to a half hour in order to take your calls.
NelsonCorp Wealth Management and Montgomery Accounting
Are Now at the Same Location
Clients now have one-stop access to accounting services as well as
retirement and wealth planning.
NelsonCorp Wealth Management and Montgomery Accounting are now in the same location at 880 13thAvenue North in Clinton.
NelsonCorp has over 30 years of dedicated service to its clients, and this collaboration solidifies its commitment to the future. Montgomery Accounting has provided professional accounting services to the Clinton and surrounding areas for over 20 years.
To reach Montgomery Accounting, call (563) 243-4350
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. NelsonCorp Wealth Management, Cambridge, and Montgomery Accounting are not affiliated. Cambridge does not provide tax advice
4007 E 53rd St, Davenport, IA 52807 and 880 13th Ave N, Clinton, IA 52732
800-248-9042 email: email@example.com