A Money Nurse® Financial Planning &
Wealth Management Organization
Helping you Prepare for Your Future by Giving You a Path to Work Towards Your Financial Freedom
CERTIFIED FINANCIAL PLANNER® Specializing in Wealth Management, Investment, Tax, Retirement, Insurance, Estate Planning.
From Scrubs to Smart Investments, Financial Planning by a Nurse, for Nurses
Robinson NELSON, LLC is a professional financial planning and wealth management firm. Our primary goal is to provide you with seamless navigation through the financial planning process and to help create customized financial plans that enable you to work towards achieving financial freedom. We strongly emphasize comprehending your distinct needs and preferences to help you work towards achieving your financial goals and helping to bring your vision for the future to life.
As a registered nurse and financial advisor, I understand firsthand the dedication and selflessness it takes to care for others. My healthcare colleagues, I believe you spend your lives improving the well-being of countless families, often putting your own financial planning on hold. I feel it's time you had a partner who truly understands your sacrifices and unique needs. I’m here to help you work towards building lasting wealth, so you can experience financial peace of mind.
What We Offer
Our services are designed to help you create a roadmap for your financial future, considering your current financial situation and long-term goals.
We provide:
Streamlined Services
Whether you want to save for retirement or invest in your future, we can help you work towards achieving your financial objectives. We take the time to listen to our clients' needs and concerns, and we work closely with them to help develop a personalized financial plan that meets your goals and objectives.
Why Choose Us
At Robinson NELSON, we are committed to providing our clients with the highest level of customer service and support. We believe transparency, communication, and trust are essential to building lasting client relationships. We aim to help clients work towards achieving financial independence and financial peace of mind. Contact us today to schedule a consultation and begin your path to financial security.
