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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Apps that help small business owners better manage and grow their business.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A four-step framework for building a personal legacy.
Retirees traveling abroad need to know that their health insurance travels with them.
What does the Tax Reform and Jobs Act mean for you?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.