Nelson Financial Services, Inc.

10/07/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

raymondjames.com

09/30/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

raymondjames.com

09/16/2026

When borrowing is part of the plan: How lending can help high-net-worth individuals meet short-term moments while preserving long-term goals. Learn more:

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09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

09/04/2026

In recognition of Labor Day, our office will be closed on Monday, September 7th, along with the financial markets.

We're grateful for the contributions of workers everywhere and the role they play in building and supporting our communities each day.

We will reopen on Tuesday and look forward to connecting with you then. Have a restful and enjoyable Labor Day!

09/02/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

08/26/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

08/25/2026

Is anyone tired of us bragging about Patrick? Us either! 😏

We're beyond excited to celebrate a HUGE milestone... Patrick is officially a Certified Financial Planner® Professional (CFP®)!

After earning his Master's degree in May, most people would have taken a well-deserved break. Patrick did the exact opposite. He spent months studying relentlessly to prepare for one of the most rigorous exams in the financial planning profession. All while still meeting with clients, balancing home life, and dedicating countless evenings and weekends studying subjects such as General Principles of Financial Planning, Risk Management, and Financial Therapy.

So you may be asking... what exactly is a CFP®?

Think of it this way: a degree teaches someone about financial planning. A CFP® proves they can apply that knowledge to real people's lives. CFP® professionals are trained to look at the whole financial picture, including retirement, investments, taxes, insurance, estate planning, and more, then create a personalized plan that helps clients reach their goals. They also have to meet strict experience requirements, pass a comprehensive exam, complete ongoing education, and commit to putting their clients' best interests first.

Patrick didn't pursue this designation for the letters after his name (although it does look pretty nice, huh?). He pursued it because he's committed to giving every client the highest level of guidance, knowledge, and care possible. His dedication, discipline, and willingness to continually learn are just a few of the reasons we're so proud to have him on our team.

Congratulations, Patrick! Your hard work has paid off, and we're so incredibly proud of you. More importantly, our clients are the ones who will benefit from your commitment to always providing the very best advice and service.

Please join us in congratulating Patrick Hermann, CFP®, AAMS®!

08/19/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

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