Lake Wales Financial Services

Reduce taxes, increase and preserve wealth, provide a lasting legacy.

Planning solutions built for tax efficiency and longevity.

Investment solutions for reduced volatility and increased income and growth through tax savings.

Enhanced Roth IRA Conversion:

•  Reduce Roth Conversion Taxes.

Tax efficient retirement income.

Increase net worth, financial longevity, and financial legacy through tax savings.

Organize your affairs to be efficiently managed and transferred according to your wishes in the event of your incapacity or death. 

Too often the missing piece, end of life planning is also a critical piece to the overall planning puzzle. One of the most meaningful gifts that one can give to his or her loved ones is the peace of mind that comes from knowing that funeral, burial or cremation pre-arrangements are already in place. Saving loved ones the time, expense and emotional stress associated with making these difficult decisions on the worst day of their lives is one of the most loving gestures our clients can make for their family. With depth of knowledge in this area of planning, our team fosters peace of mind by assisting our clients with establishing such pre-arrangements.

At On Point Wealth Management, we hold the commitment and sacrifice of those who serve or have served in our U.S. military in the highest regard. Both Jimmy Nelson and Blair Kikta have served our country proudly, and they now consider it a privilege to serve our veterans by assisting them with their financial planning and Veterans’ benefits needs. Owner and President, Jimmy Nelson, is a U.S. Navy Veteran and considers it a privilege to act as a financial advisor for fellow veterans who have proudly worn our nation's uniform. Whether still on active duty, recently discharged and transitioning to civilian life, or ready for full retirement, we are here to assist you. Our team takes pride in helping veterans with their financial and estate planning needs, and some veterans' benefits.