Biblical Stewardship and Faith-based Financial Planning
David Nielsen is an independent Christian financial advisor providing clients with comprehensive and customized financial planning strategies based on their individual needs.
David believes everyone needs a customized financial strategy in order to determine where they are, where they want to go, and how to get there. In aiming to act as a financial steward for his clients, he is dedicated to using biblical principles in advising clients, whether offering retirement planning strategies or insurance solutions. He seeks to guide his clients through the process of establishing their financial, personal, and business goals, and help them determine investments that may best match their risk tolerance and objectives.
David largely works with families, widows and widowers, and small business owners. In providing comprehensive financial planning services and products, he develops customized strategies that address eight different areas, from income tax analysis to retirement projections. With offices in Cary, Illinois; Dunbar, Wisconsin; and an affiliated office in Vicksburg, Mississippi, he serves the surrounding areas and works with clients in 28 states, including Michigan, Mississippi, and Louisiana.
“America was founded by people who believe that God was their rock of safety. I recognize we must be cautious in claiming that God is on our side, but I think it's alright to keep asking if we're on His side.” - Ronald Reagan
Do not mistake activity for achievement.
Make each day your masterpiece.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Four vacation destinations you might never have thought of.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to understand the pros and cons when considering a prepaid debit card.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A four-step framework for building a personal legacy.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
Do you have causes that you want to support with donations? Here are three tips.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.