Many individuals and business owners ask the questions, “How do I improve my financial condition? What financial strategies are available to me? Who can help me with my financial decisions?”

Being able to choose a person who can answer these questions can be very difficult. You need to have someone who has the experience, knowledge, independence, credentials and trustworthiness to make the correct recommendations for your situation.

That’s why we offer the service and experience of Joe Nelson.

Mr. Nelson’s goal as a Financial Professional is help our members answer these questions. There are thousands of options, choices, and alternatives when dealing with financial situations. Some of the options are little known by most people. Sometimes, even one option can completely change your financial world.

Mr. Nelson will take the time to understand your business, your concerns, and the things you want to accomplish. From this information, he will create recommendations that will help you reach your goals while staying in the boundaries of your needs and concerns.

Starting his financial career in 1986, he has over 20 years of experience helping people and businesses create and use the financial strategies appropriate to their needs. He holds the Series 7 (Securities License), Series 24 (Securities Branch Manager Designation), and the Series 65 (Registered Investment Advisor), is Insurance licensed, and is a Certified Financial Planner, CFP™. All of these designations carry with them the obligation to do continuing education every year.

All of these designations are fine, but it is his experience and trusted advice that will be the most important to you.

By becoming a member of CSA, you can now receive a comprehensive strategy for your entire financial world. Not only for your business, but also personal strategies that will be integrated with your business.