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Nelson Securities, Inc.



Nelson Securities, Inc. has developed a Business Continuity Plan on how they will respond to events that significantly disrupt their business.  Since the timing and impact of disasters and disruptions is unpredictable, they will have to be flexible in responding to actual events as they occur. While headquartered in the Pacific Northwest in Spokane, Washington, they have branch offices in San Diego and Orlando and are registered for securities mutual funds, stocks, etc, investment advisory services, variable annuities and insurance in most states across the country.

For investors who like to manage their own investments but would like some assistance, they offer direct investment accounts with selected mutual fund families. Nelson Securities, Inc. will help you establish self-directed accounts, within their top-recommended fund families including American Funds, The Hartford, MFS, PIMCO and Seligman. Investors can establish Taxable Accounts Individual, Joint Tenant, Custodial college savings, Trust Accounts, etc. and/or Retirement Accounts Traditional IRAs, Roth IRAs, SEP-IRA`s, KEOGH, Pension and Profit Sharing Plans, SIMPLE IRA`s, 401k `s, etc.Company offers variable annuities. Variable annuities offer investors the powerful advantage of tax deferral and a guaranteed death benefit to help supplement their retirement savings plan. According to the Social Security Administration 1994, personal investments, savings, and earnings will generate 70 percent of your retirement income. With Social Security only generating 14 percent, your quality of life in your golden years will depend on how well you save for retirement.

While qualified retirement plans 401ks, 403bs, etc typically offer participants the best savings vehicle for retirement, each have annual contribution limitations. IRAs and Roth IRAs carry contribution limitations as well. However, tax deferred variable annuities, though contributions are not tax-deductible, have virtually no contribution limits and assets grow completely tax deferred until withdrawn. Mutual fund type investment options, called sub accounts, are available from some of the world’s best managers. Nelson Securities, Inc. offers brokerage accounts for clients seeking investments directly in the stock market. Their clients have access to all major exchanges in both the U.S. and Canada. They offer discounted commissions and direct executions for the following investment products Common and Preferred Stocks, Closed end and Open end Mutual Funds, Brokered Certificates of Deposit, U.S. Treasury and Government Bonds.

Their company’s mission is to help investors cut through the noise, implement well planned investment strategies, focus on their long term investment goals, and manage risk while providing outstanding service. Nelson Securities proudly provides access too many of the world’s leading investment and risk management companies.

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