Scott Nelson has been in the financial planning business for 24 years. He achieved his Certified Financial Planner ™ designation in 1989. Scott earned a Master’s degree in Agricultural Economics in 1984 from the University of Nevada and a Bachelor’s degree in Agricultural Business Management from the University of Delaware in 1981. Most of Scott’s professional experience has been devoted to assisting individuals and families approaching, or currently enjoying retirement. His stated mission is to help clients live comfortably and confidently throughout their retirement, generating sufficient income while minimizing taxes, never having to worry about outliving their money. His focus is on assisting folks with attaining their unique and personal goals, whether financial or others. He uses his vast experience in designing strategies to generate consistent growth, while simultaneously preserving those assets already accumulated. All within each individual’s own risk comfort level. He believes in tailoring a client’s plan to their own, personal and specific needs, objectives and financial situation. He takes great pride in always providing advice which is totally objective and 100% free of any bias, which is unique in the financial services world today. His client’s concerns are always at the forefront, watching over and guiding their accounts as if they were his own.
Scott is a true believer in giving back to the community and strives to help those less fortunate. In 1996, he mentored as a Big Brother for the Big Brothers and Big Sisters of Colorado. He served as Chairperson for the Financial Planning Association (CO) and their affiliation with Junior Achievement (CO). In 2006, Scott achieved a Special Care Planner certification from MassMutual Life Insurance Company in order to assist families who have children with special needs.
Scott has been married to his wonderful wife Kathi for 8 years now and takes great pride in spending time with his 5 year old son, Konner. He is an avid outdoors enthusiast, thoroughly enjoying skiing, hiking and mountain biking.
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