Andrew Nelson Financial Services
is a full service
investment planning company.

We specialize in investment guidance for the individual who desires assistance with planning their current and long-term investment strategy. Equally important is the long-term management of a client's investments to ensure that optimum results are achieved consistent with that client's goals over time. We are registered with the State of California as a Registered Investment Advisor.

We structure and maintain a unique portfolio of mutual funds to match the specific needs of each client. The goals of a 25-year-old client and their tolerance for risk can be significantly different than that of a 50-year-old finally getting serious about retirement planning or a 65-year-old wanting to insure an adequate level of retirement income and capital preservation. We have over thirty years of experience listening to our clients concerns and goals and assisting them in these areas:

• Portfolio design and management
• Corporate 401k monitoring and advice
• Tax sheltered annuity planning
• Variable annuity planning & design
• Lifestyle and income enhancement
• Retirement planning
• Estate planning
• College-funding planning
• Asset and creditor protection
• Succession planning
• Charitable giving planning
• Enhancing legacies

1/10/05