Bringing Balance to One-Dimensional Financial Thinking...Oftentimes we find that our clients have a one-dimensional view with regard to financial planning. Perhaps all of their energy is put toward finding the best investment allocation, or making sure all their savings are in tax-deferred accounts, or maybe they're just so consumed with their own business that they haven't done any planning at all.Regardless, what we know is that financial planning has many facets to consider… Show more Bringing Balance to One-Dimensional Financial Thinking...Oftentimes we find that our clients have a one-dimensional view with regard to financial planning. Perhaps all of their energy is put toward finding the best investment allocation, or making sure all their savings are in tax-deferred accounts, or maybe they're just so consumed with their own business that they haven't done any planning at all.Regardless, what we know is that financial planning has many facets to consider, and usually there are tradeoffs between liquidity and tax benefits, growth and risk, flexibility and asset protection. Our commitment to clients is to help them understand these delicate balancing acts and to build a program tailored for their unique situation. Show less

BankingTruths.com was created to educate consumers about building their own personal or business banking mechanism using an over-funded permanent life insurance policy. Because life insurance provides a social good in the eyes of the government, there are unique tax-advantages and often creditor protection of the funds depending on the state. Most importantly a properly-structured policy can offer competitive growth rates immune from market losses, and allow the owner to continue the… Show more BankingTruths.com was created to educate consumers about building their own personal or business banking mechanism using an over-funded permanent life insurance policy. Because life insurance provides a social good in the eyes of the government, there are unique tax-advantages and often creditor protection of the funds depending on the state. Most importantly a properly-structured policy can offer competitive growth rates immune from market losses, and allow the owner to continue the compounding effect in spite of making purchases using cash values. It is public information that well known national banking institutions park billions of their Tier-1 capital into over-funded life insurance policies on the lives of their executives. So don't do what banks say, do what they do. Show less

Bryan J. Nelson, AAMS was a Financial Advisor and an Investment Advisor Representative with Voya Financial Advisors, Inc. He entered the financial services industry in 2007 after 10 years in education.  He draws upon his Master's degree in education to teach clients a variety of strategies to help improve their financial lives.  Each client is given their own personal website to manage and track investments, debt, and cash flow.   Bryan focuses on working with individuals of all… Show more Bryan J. Nelson, AAMS was a Financial Advisor and an Investment Advisor Representative with Voya Financial Advisors, Inc. He entered the financial services industry in 2007 after 10 years in education.  He draws upon his Master's degree in education to teach clients a variety of strategies to help improve their financial lives.  Each client is given their own personal website to manage and track investments, debt, and cash flow.   Bryan focuses on working with individuals of all ages. He primarily focuses on retirement accounts, investment strategies, insurance protection, and retirement income planning. He enjoys building and maintaining long term client relationships. He also works with CPAs and business owners simultaneously to uncover areas of advanced planning sometimes overlooked by other advisors or even the CPA themselves. Tax professionals are often too busy with tax preparation to be on the look out for advanced financial strategies beyond their current level of training.  This collaborative effort helps ensure thorough planning for business owners and clients who may have specific and complex needs. It also aides the CPA or tax professional in adding value to their clients’ lives without having to take on additional areas of expertise. Show less