About Us


Live a Good and Beautiful Life


Our Story

Nelson Financial began in 1999 when I was offered the opportunity to work with a national financial institution that specialized in retirement plans. We worked directly with many Northeastern Colorado organizations to develop retirement plans for their employees and improve their existing plans. In addition, we provided investment advice and financial planning services to the employees within those organizations.

Nelson Financial exists to help local investors and communities build wealth and create a prosperous future. We bring our experience and knowledge to professionals, family businesses and retirement plans. Based in Northeast Colorado, we specialize in working with healthcare providers, business professionals, farms, ranches and family-owned businesses. We also have extensive experience in helping larger organizations develop and implement retirement plans that help attract and retain top employees.


Definitions that Make a Difference


Certified Financial Planner

Although many professional may call themselves “financial Planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will always make recommendations in your best interest.

Independence

Nelson Financial is an independent advisory firm. Just like you, we make our own decisions about the products and services we offer. This means we have great freedom in helping you select the financial productions and services that best meet your needs.


He Who is Noble Plans Noble Things, and on Noble Things He Stands


Who We Serve

Retirees

Investors who need advice on how to prepare their investments to create income and also protecting and transferring their wealth.

Small Business Owners

As owners of farms, ranches, and other family owned businesses, our clients know it’s critical to address the future viability of the businesses they have built. They are often concerned not only about their current investments, but how to transition their business and leave a legacy for future generations.

Professionals

Professionals in the fields of healthcare, law, accounting and education have unique investment and financial planning needs.

Delegators

Investors who don’t have the time or expertise to be intimately involved in the selection of their investments, but do want to be involved in working with an advisor to create appropriate strategies to build wealth.

Large Organizations

We can assist government and non-profit organizations develop and manage retirement plans that help attract and retain top employees.

Collaborators

Investors who like to partner with an advisor to make investment and other financial decisions. They like financial advice, but want to provide more input in the process than delegators do.


Your Life is Good!


To Schedule an Appointment, call us at (970) 521–7800 or use the form below.