Retire with a plan, not a guess.

Erin Nelsen, CFP®, Financial Advisor and Partner at Asset Planning, Inc.

I'm Erin Nelsen, CFP®, Financial Advisor & Partner at Asset Planning, Inc. Your portfolio, taxes, income, Social Security, and pension decisions, planned together with a fee-only fiduciary who has helped families since 2007.

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About Erin

I help retirees, pre-retirees, and families make confident decisions about their money — as a fee-only fiduciary who is paid only by my clients.

Who I work with

Retirees and pre-retirees planning for income that lasts, recent widows and widowers facing new financial decisions, families settling inheritances and estate divisions, and public and private employees weighing pension options.

Areas of expertise

  • Retirement income planning and required minimum distributions (RMDs)

  • Social Security timing and public and private pension decisions

  • Roth conversions and tax planning

  • Investment management

  • 401(k) and 403(b) rollovers

  • Inheritances, estate divisions, and planning after the loss of a spouse

  • Medicare and retiree health care decisions

  • Charitable giving, including qualified charitable distributions

How I work

As a fee-only fiduciary, I'm compensated only by my clients. I don't sell products or accept commissions, and I'm required to put your interests first. We start by building a comprehensive financial plan, then I manage your portfolio and adjust the plan as your life and the markets change.

Fees

My portfolio management fee is a maximum of 1% and is discounted for portfolios over $500,000. Full details are in our Form ADV Part 2A.

Credentials and memberships

CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative. Member of NAPFA and the Orange County Financial Planning Association. B.A. in Business Administration with a concentration in Finance from Cal State Fullerton. With Asset Planning since 2007.

Outside the office

When I'm not working, you'll find me tending my garden, hosting family, catching a concert, or trying a new restaurant with my husband. And if there’s music playing, I’m probably dancing.

Let's talk

If you'd like to see whether we're a good fit, schedule a complimentary introductory call. It's a 30-minute, no-obligation conversation.