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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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.