At Nelson Pension Services, our reason for becoming financial professionals is personal. We saw friends and family struggle to find clear, reliable guidance when planning their financial futures. That experience shaped our commitment to helping others navigate the same challenges with confidence.

Over the years, we’ve built a reputation for making personal finance easy to understand so people can apply it in real life and work toward their goals with clarity. We’re committed to serving our community with that same approach.

No two financial situations are the same. That’s why we give you our undivided attention, from planning to implementation and ongoing reviews. We take a proactive approach to building strategies designed around your goals, using practical and efficient methods to help you move forward.

Mission

Our mission is to understand your needs, wants, and long-term goals, and to help you build, implement, and monitor a personalized strategy designed around your unique situation.

Philosophy

We believe financial planning should always start with you. We embrace a thoughtful, forward-thinking approach and are not afraid to challenge conventional wisdom when it comes to investing and preserving wealth.

Our Team

Our team brings years of experience in financial services, helping you address today’s needs while staying focused on your long-term goals. We believe a team-based approach is the most effective way to support you as you navigate an increasingly complex financial world, providing coordinated guidance across every stage of your financial journey.

Rick Nelson
President & Founder
Jason M. Batt,
CFP®, ChFC®, MBA, CKA®
Investment Advisor Representative
Sara Diaz
Client Services Manager
FINRA Broker Check