|Work Experience:||Over 7 years in wealth management.|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Bonds , Stocks , Mutual Funds , Exchange Traded Funds (ETFs) , Insurance , Annuities|
|I can meet clients in the following ways:||Via email , Via phone , Video Conference , At my office|
|Advisor's Number of Clients:||80|
|Advisor's Number of Managed Clients:||80|
|Advisor's Number of Planning Clients:||80|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$150,000|
Eric Nelson founded Independence Wealth out of a desire to help simplify personal finance and the financial markets, making them easier for his clients to understand. Becoming a financial advisor helped him achieve two lifelong goals: helping others and pursuing his passion for personal finance.
Erics clients appreciate the fact that he is always there for them. Through the process of advising them about their finances, he also becomes involved in decisions about their career moves, family matters, and other personal decisions. He is honored to do so and takes his involvement in their lives very seriously. The biggest reward for him comes when he is able to see clients meet their goals: helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel and so on. Whatever your financial goals may be, he is here to help.
Eric earned a degree in Finance and Economics from Rutgers University. Married to his high school sweetheart, JoAnn, he enjoys spending time with his family and traveling.
Financial Advice & Consulting
The Independence Wealth Blueprint" is a comprehensive evaluation of a families current and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
Investing should be easy just buy low and sell high but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that scare some investors.
A retirement income plan is a year by year timeline that shows you where your retirement income will come from. The income plan will consist of your social security, pension, annuity income, rental income, as well as investment income. Everyone has different income needs and no two plans are ever the same.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 4:00 PM|
Investing for Retirement Needs, Wants and Wishes
Details:When it comes to creating a retirement plan, its easy to get overwhelmed. Considering what goals you would like to tackle first can be complicated at any time of life. Like many aspects of life, when creating a retirement plan it is essential to start with the basics and work our way up. What can become more concerning is not planning at all. The closer you get to the end your regular paychecks, the more frightening things can become. ...more
6 Ways to Reduce Taxes in Retirement
Details:In your working years, most of your tax bill is determined by the size of your paycheck. Sure, you may be able to lower your tax liability by making tax- deductible retirement account contributions or deducting mortgage interest, but the major driver of tax liability is determined by the amount you earn. ...more
5 Things to Do 10 Years from Retirement
Details:There's a red zone both in football and retirement planning where the game is often won or lost. For football, it's 20 yards from the goal line; for retirement, it's 10 years from your target retirement date. As you move down the playing field towards your goal, you may need to huddle up and review your strategy. ...more