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Hometown Financial Planning
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Hometown Financial Planning
Terry Nelson, CFP MS
Roseville, MN 55113
Phone Number: (651) 638-9428
Category:
Investments
Description:
Terry Nelson CFP MS provides a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams.
Types of Advice and Services Provided:
~~Overall Financial Planning, helping plan for a safe and comfortable lifestyle, now and through the retirement years.
~~ Portfolio Management, building a diversified portfolio to get the most return with least risk.
~~ Retirement Planning , including IRA's, 401(k)'s and Rollovers.
~~ Planning for Children’s Future Education Goals
~~ Fee Only (unbiased) Insurance Analysis to make sure clients are correctly insured (not over or under protected).
~~ Assistance coordinating Estate and Tax Planning Issues with clients overall financial goals.
Call Terry Nelson, CFP MS For Your FREE Initial Consultation!
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