BetterFinancialPlanning.com, CFP, Charleston, SC

Debra Nelson, MSFS, CFP® - Charleston Planning Consultants, Charleston, SC

Welcome Dear Friends

Charleston Planning Consultants is a Financial Consulting Firm, offering the experience and advice of Debra Nelson, MSFS, CFP ®. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Charleston Planning Consultants created this Web site to help you gain a better understanding of the financial concepts behind Insurance, Investing, Retirement Planning, Estate Planning, and Wealth Preservation. More importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. Take advantage of this resource and visit us often. Be sure to add us to your "favorites" in your internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Our mission is to encourage our clients to create and maintain wealth through long term effective asset management.*  We have built relationships for over 25 years based on trust, continual communication, prompt personal service and competent financial advice.

We have equipped our business with some of the most advanced technology available in the financial service industry and we utilize our capabilities. These investments in our business have allowed us to give our clients personalized asset analysis, allocation and investment service.

Introduction to WealthVision  & Financial Planning process with WealthVision

There's no need to worry about your data with WealthVision's state-of-the-art security.

Our website makes it possible for you to stay up to date on relevant financial topics through our on-line articles and newsletters. You also have the ability to send any questions you might have directly to us through our website.

Thank you for visiting our virtual office, and don't hesitate to contact us for a real life meeting.

debra@betterfinancialplanning.com

* Asset Management Services offered through LPL Financial.  A Registered Investment Advisor.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

More Newsletters →