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.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When you’re married and have children, insurance needs will be different.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are Real Estate Investment Trusts right for your portfolio?
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.