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.
Around the country, attitudes about retirement are shifting.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Five strategies for managing your student debt.
Calculating your potential Social Security benefit is a three-step process.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding the value of a home warranty.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.