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863-456-4768
Investment Advisor Lake Wales, FL
Investment Planning With a CERTIFIED FINANCIAL PLANNER™
The Importance of Investment Planning
Investment portfolio solutions for income and growth can be designed for mitigated volatility, tax efficiency, and longevity.
The Role of a CFP® in Investment Planning
When it comes to investment planning,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your investment planning strategies are sound and in good hands can help to relieve your mind of that concern. Priceless.
Save Time:
A CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money:
A CERTIFIED FINANCIAL PLANNER™ can help you save money by suggesting allocations that are cost efficient and align with your risk tolerance.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your investment planning objectives.
Reach Out to Us Today!
Schedule Your Consultation
Contact Info
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.