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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
For some, the social impact of investing is just as important as the return, perhaps more important.
At what point can you call a personal vehicle commercial?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.