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Estate Management 101 When Do You Need a Will? The Power of Compound Interest

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 an office in Dunbar, Wisconsin, 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



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This calculator helps estimate your federal estate tax liability.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator can help you estimate how much you should be saving for college.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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How federal estate taxes work, plus estate management documents and tactics.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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Make your retirement as exciting as your next vacation.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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