Why You Should Work with a "CERTIFIED FINANCIAL PLANNER™"
Although many professionals call themselves "financial planners," only a CERTIFIED FINANCIAL PLANNER™ has completed extensive training and is held to the highest ethical and educational standards. CFPs® are held to a fiduciary standard , we are obligated to put you - our Client -First. To become a CFP® requires obtaining a Bachelor's degree for course work that includes Finance, a Continuing Education requirement , passing the CFP® exam, and having at least 3 years experience prior to being allowed to use the CFP® designation.
The 5 E's of a CERTIFIED FINANCIAL PLANNER™
Think of a CERTIFIED FINANCIAL PLANNER™ as a CERTIFIED PERSONAL TRAINER for your Finances
Debra L. Nelson, MSFS, CFP®, CASL® has been in practice providing financial planning services for over 30 years. She provides individuals with personalized, coordinated investment, and tax planning as well as asset preservation strategies, retirement, and estate planning services.
Debra is an experienced speaker and aims to be a champion of helping families in "getting their financial house in order." Debra brings passion, wisdom and experience to her work with individuals, non-profit organizations and public interest groups. Debra is dedicated to helping individuals and families understand how to best work with a team of advisors to help create their own legacy.
Debra's practice actively engages clients in their life planning and strives to create a trusting relationship. Debra believes that it is important to instill a holistic approach to financial planning. She works to discover every client's unique aspirations and goals in order to determine what is truly important to them when building financial plans.
She will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have equipped Charleston Financial Planning Consultants with some of the most advanced technology available in the financial service industry. These investments in our firm allow us to have no geographical limitations and give our clients personalized asset allocation analysis, allocation and investment service. Clients can choose to have their own financial website. (To see a demonstration please click on the link below).
Introduction to Wealth Vision & Financial Planning Process with Wealth Vision
Wealth Vision's state-of-the-art Security. There's no need to worry about your data with
Our website makes it possible for you to stay up to date on relevant financial topics through our on-line articles and newsletters. You also have the ability to send any questions you might have directly to us through our website.
Thank you for visiting our virtual office, and we look forward to helping you pursue your financial goals!
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?