Hometown Financial Planning, Terry Nelson, CFP is a St Paul - Minneapolis Minnesota (MN) Fee Only Financial Planner / Investment Advisor providing Investment and Retirement Planning Services

Terry Nelson, CFP is a Roseville Minnesota (MN) Fee Only Financial Planner-Advisor, Investment Advisor providing Investment and Retirement Services to Individuals, including trusted advice on IRA (Roth, Rollover and Traditional, 401k Rollover) in the Minneapolis, St Paul area.
Hometown Financial Planning and Asset Management

Terry Nelson, CFP^(R) MS

1957 Lake Street
Roseville, MN 55113

(651) 638-9428
Fax: (651) 638-9356

E-mail me with questions or comments:

Below are PDF files:

See Awards and Honors Below:

As a CFP^(R) and Registered Investment Advisor, Mr. Nelson is different from most other Financial Advisors in many ways. This is mostly due to his unwavering concern for each client’s well-being and his attitude towards customer service.

Rated as a 5 Star Advisor
Also rated 14^th in a list of the Top 50 Most Experienced Financial Advisors by BusinessWeek.com (See Below)

	Fee Only Independent Financial Advisor (not commission). In addition, your initial consultation is always FREE! Our job is not to sell anything, but to help you meet your goals! I believe this is what most people are looking for in a financial advisor. (see my Disclosure Form for details)
	High Level of Individual Service. Taking on only a small number of new clients per year allows Mr. Nelson to work with each client on a more personal level. His goal is to keep his total clientele small, so he can provide the greatest level of personal service to each.
	Education and Experience. Mr. Nelson is dedicated to being the best professional he can be for his clients. In addition to being a CFP^(R), Mr. Nelson also has a Masters Degree specifically in Financial Planning and over 20 years of experience. He was honored to be named a Most Outstanding Graduate by the College for Financial Planning in 2002. Mr. Nelson is proud to have been named as a 5 STAR Financial Advisor by the Paladin Registry. In addition, both the Mpls./St. Paul Magazine and Twin Cities Business have listed him as a FIVE STAR "Best in Client Satisfaction Wealth Manager."
	A Promoter of Ethics and Education in the industry. For six years Mr. Nelson served on the Board of Directors of the Financial Planning Association of Minnesota promoting ethics and professionalism. He also teaches Investments and Financial Planning at the Graduate Level where he strongly promotes Ethics and Education among his students.

Mission Statement

"Provide a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams."

"Because I truly care about my clients, I always put their interests above my own. Therefore, my goal is to be the best advisor I can for each individual client, instead of building a big planning business for the various reasons that other advisors do!"

Types of Advice and Services Provided:

	Overall Financial Planning, helping plan for a safe and comfortable lifestyle, now and through the retirement years
	Portfolio Management, building a diversified portfolio to get the most return with less risk
	Retirement Planning , including IRA's, 401(k)'s and Rollovers
	Planning for children’s future Education Goals
	Fee Only Insurance Analysis to make sure clients are not incorrectly over or under protected.
	Assistance coordinating Estate and Tax Planning Issues with clients overall financial goals

Call For Your FREE Initial Consultation!

Terry Nelson, CFP MS is Honored to be rated as a 5 Star Advisor by the Paladin Registry.

Click here to view my profile!

In February of 2009, BusinessWeek.com listed
Mr. Nelson 14^th in their list of the:
Top 50 Most Experienced Financial Advisors in the United States.

Hometown Financial Planning Receives:

FIVE STAR: "Best in Client Satisfaction Wealth Manager"

Methodology: Crescendo Business Services

In 2002, The College for Financial Planning
named Mr. Nelson their
Most Outstanding Graduate.

Hurray!!!
In 2009, I am celebrating 24 Years of Serving Clients in the Financial Services Industry.
Where has the time gone?

Information for My Students

Disclaimer
CFP^(R) and Certified Financial Planner are registered Trademarks of the:

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