Douglas Nelson. Croft Financial Group. Nelson Financial Consultants. Portfolio Management. Master Your Retirement.

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MY BLOG

INVESTING, RETIREMENT PLANNING & BUILDING LONG TERM WEALTH

Click here to go to the blog section. I am writing frequently on various aspects of the markets, investing, retirement planning and building long term wealth. The purpose of this section is to give you up to date information on important aspects of each of these subject areas. Check back often to see what's new!

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IN FOCUS: The Wealth Inspector Software

The foundation of all retirement and financial planning strategies is three important components:

1) Having a clear understanding of the things most important to you and the ideal life you'd love to live,

2) Making sure your current expenses reflect the same values as those things most important to you (#1 above)

3) Making sure you allocate your financial resources are used in the best possible way to achieve your goals in the most efficient manner, in the shortest period of time and at the lowest level of risk (By focusing on your Net Worth).

These are the three components contained in our unique Wealth Inspector software program and financial coaching service. For more information, click here to check out this unique software program.

Updated July 15th, 2009

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MARKET UPDATE

Every week the Croft Group produces an update on activity in the markets. Check back here regularly to read current and historical commentaries. Douglas Nelson is licensed as an Associate Portfolio Advisor of the R.N. Croft Financial Group. The Croft Group is where the Nelson Financial Consultants portfolios are privately managed.

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WHAT'S NEW?

Canadian Exchange Traded Fund List: This is a short list of 9 exchange traded funds that can be used as a core holding in any portfolio. It is interesting to see the different ways in which you can invest in the Canadian market for a very low cost. Click here to view the chart.

New Location: Click here to view a map to our new location.

BNN Money Talk interview with Doug on July 20th, 2009. Click here to view.

2nd Quarter Economic and Market Forecast now available. Click here to access.

2009 Manitoba Provincial Budget Commentary: Evelyn Jacks, President of the Knowledge Bureau, gives us her breakdown of the good and the not so good aspects of the current provincial budget. To access this commentary in a PDF format: click here.

You can now complete or update your own Financial Risk Profile questionnaire at any time. Just follow the “Finametrica Risk Profile Questionnaire” links from the on-line store, the Portfolio Management section or the Getting Started section of the website.

Published as of February 1, 2009, we are delighted to share with you our latest and most powerful strategies to “Master Your Retirement”. This book is ideal for anyone within 10 years of retirement to those who are already retired.

How To Avoid the Real Estate Trap: This is an e-book that I have written to help explain what the Real Estate Trap is, how to avoid it, how to structure the most effective and efficient mortgage strategy and how to implement the 10 most effective strategies to build wealth with your real estate.

Updated January 10, 2010

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Nelson Financial Consultants is a multi-advisor financial advisory practice. Our core service is that of private portfolio management based on an approach that we call The Enhanced Portfolio Strategy. The investment portfolio is the centre of all financial planning strategies since it is the engine that drives all other future lifestyle goals and objectives. However, to build an efficient portfolio we must also build around it an efficient wealth management strategy that uses the tax return and tax efficiency as its core trigger for all key decisions. We call this approach The Enhanced Wealth Building Strategy and have structured the process in such a way that most clients can do most of this process on their own. Combining this with the Tax Efficient Retirement Income Strategy and the Tax Efficient Wealth Transfer Strategy we round out our range of services available.

This site is designed to introduce you to our core portfolio management services, our coaching services and our educational material that is available through our on-line store.

To learn more, view each of the headings on the left and go to the About Us section.