Marci Nelson Email & Phone Number

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I provide an analysis of your current financial situation and help you:•Identify financial goals and concerns•Illustrate what is being done to reach your goals and deal with concerns•Identify gaps, if present, and offer solutions to fill them. I offer total financial needs analysis through a network of experienced professionals with expertise in:•Advisory services •Retirement analysis and programs•Estate strategies•Employee benefit and retention services •Business continuation strategies •Trust services

Listed skills include Insurance, Life Insurance, Long Term Care Insurance, Retirement, and 11 others.