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Brian S. Nelson, CFP®, RFC

Principal Financial Group

8910 Purdue Road
Ste 705
Indianapolis, IN 46268
Phone: (317) 874-3897
Fax: (866) 946-3401

Toll-free: (800) 257-7135 x43897

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Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: Initial consultation generally includes discussion of mutual expectations for engagement.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.