Focus Financial Network, Inc. -
 

 
Matthew Nelson, CFP®    

1000 Shelard Parkway, Suite 300
Minneapolis, MN 55426
Direct: 952-225-0343
Office: 952 591-9770
Fax: 952-525-8538
Toll Free: 888-951-9770
   
Email: mnelson@focusfinancial.com
   
Visit my personal website: www.nelson-focusfinancial.com
   
Map and driving directions
 
 
 

Solving wealth management issues for retirees and business owners is Matt’s passion. He got his start with mutual fund company, American Century Investments in Kansas City, MO where he learned the intricacies of small business retirement plans. Most recently Matt was responsible for managing over 40 million in investment assets for members of the Wings Financial Federal Credit Union while solving financial planning issues for his over 500 clients. Matt is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNERTM since 2002. He graduated from Pillsbury College in 1997 with a B.S. degree in Business Administration and minor in Information Technology. In his spare time Matt enjoys competitive mountain bike racing, snowboarding, and traveling with his wife Taunya and dog Moby.

*As seen in the Mpls St. Paul Magazine and Twin Cities Business.  Click here to learn more.
Services
My team’s goal is to simplify your life and give you more confidence about your financial future. In the complex world of finance and retirement planning I can alleviate the confusion and help you realize your goals. During our process we…

Educate: I strive to educate my clients before we begin our work together. The more you understand, the easier it will be to make decisions.

Establish Goals and Gather Data: We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.

Analyze: Using multiple tools I will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.

Recommend & Implement: Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.

Review and Adjust: The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.

 
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

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Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered investment advisor.

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