Retirement Income Specialists ... on the bank of the great river since 1981.
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.
Authenticity ... Effectiveness ... Teamwork ... Kindness
Wearing Jeans for Charity
Every Friday, the staff and advisors at NelsonCorp wear "Jeans for Charity." The charity for the month of June was Midwest Pets for Life.
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Jeans for Charity
Every Friday the NelsonCorp Wealth Management Team is “Wearing Jeans for Charity.” The charity for July is:
2016 School Supplies Drive
NelsonCorp Wealth Management is once again collecting
school supplies for children in our community and we need
your help! Donations accepted through July 29th.
Items NEEDED include:
· Backpacks/book bags (no wheels)
· Pointed scissors
· Ink pens
· Dry erase markers
· 12 count colored pencils
· Pencil pouches and plastic pencil boxes
· Highlighters & large pink erasers
· 1 subject spiral notebooks- wide lined
· Loose leaf note book paper- wide lined
· Calculators with exponent and square root key
· 8 Pack Markers
· 24 count crayons
· Metric rulers
· Solid colored 2-pocket folders
Items can be dropped off Monday-Friday from 8am-5pm at our Clinton office, 880 13thAvenue North. Thank you!
Listen to us on 1340 AM
“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, 880 13th Ave N, Clinton, IA 52732,
and 9165 E Tamarack, Building 1, Dubuque, IA 52003.
©2016 NelsonCorp Wealth Management. All rights reserved.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NM, NV, NY, OH, OR, PA, RI, SD, TX, UT, VA, WA, WI.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and NelsonCorp Wealth Management are not affiliated.