Nelson Financial Services, Inc.

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:

raymondjames.com

08/12/2026

forbes.com

08/05/2026

Even with the most protective business structure, business insurance is critical. Sort through the different types of business insurance, and learn which ones are best for you:

raymondjames.com

07/29/2026

American families now take many forms as fewer adults marry or have children and more people build households outside traditional roles, reshaping how we think about care, connection and the future:

raymondjames.com

07/22/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

raymondjames.com

07/15/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

raymondjames.com