Starting in 2007, I owned and operated a small business in the Pacific Northwest. I know from experience how hard it can be for a business owner to do everything that's needed for success. I needed a partner to help me with my financial goals. I needed a financial advisor.
When my wife and I were looking to move back to Michigan in 2012 I had found my passion: to walk along entrepreneurs and their families, with care and compassion, helping them to achieve their most important financial goals.
As a financial advisor at Edward Jones and a CFP® designee, I am equipped to be that financial advisor for the serious, long-term investor.
I am joined by my Senior Branch Office Administrator, Patricia Holmes. She has over 20 years of industry experience and comes in each day 110% committed to our clients' success.
How I can help:
Having owned my own small business, I understand the issues of cash flow, tax considerations and how to invest with irregular income. Business owners also need protection strategies that most of us take for granted, such as life and disability insurance, which Edward Jones is uniquely equipped to address.
Retirement Income Strategies
Eventually, our retirement assets turn into a paycheck in retirement, either to ourselves, our children or our charities. I can help determine how best to position your assets to successfully achieve your goals.
Estate & Tax Coordination
Your investments need to be in synch with your tax and legal professionals. I am committed to helping you coordinate your accounts with your other professional advisors.
In addition to my practice, I love spending time with my wife and three daughters. I am also passionate about my community. I am involved in many community initiatives, including to help start a local Kiwanis Club to address the needs of children.
My Personal Interests
- Spending Time with Family
- Landscape Design
- Community Outreach
Office Address5805 Balsam Dr
Hudsonville, MI 49426 opens in a new window
Phone NumberNate Nelson at (616) 669-5386
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