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Terry W. Nelson, CFP®, MS

Hometown Financial Planning

1957 Lake Street
Roseville, MN 55113
Phone: (651) 638-9428
Fax: (651) 638-9356

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Men's Finances

 

How Planner Charges

Considerations: As a Fee-Only Advisor, I have no conflicts of interest and am dedicated to doing right by each Client.

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