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Frank L. Nelson, LFACHE, RTRP, CFP®, a Certified Financial Planner (CFP™), has been advising clients, family, and friends on planning for their financial futures for over 30 years. Frank, the President of Nelson Financial Planning Services, LLC (NFPS), founded NFPS in 2001, a Fee-Only Registered Investment Advisory firm serving individuals and small businesses in the Maryland, Virginia, and Washington DC metropolitan area.
Frank is also a Registered Tax Preparer (RTRP), and a Certified Healthcare Executive and Life Fellow in the American College of Healthcare Executives. He holds a Master of Science degree in Management and Bachelor of Arts degree in Economics and Business Administration.
After 36 years of proud service to his country Frank retired from the United States Air Force (AF) in 2005, having attained the rank of Colonel. After holding several key leadership positions in the Medical Service Corps, Frank ended his career by serving for more than five years as the Director, AF Medical Service Corps. In this position, he formulated and implemented policy and established programs supporting recruitment, training, total force development and assignments for more than 1,000 Air Force officers worldwide.
Although it is difficult to think about, death and disability don’t always give us time to prepare. One spouse or partner may suddenly die, or both could die in a tragic accident leaving grief stricken family members to manage the many challenges of settling financial affairs. Though completing Part I of his workbook may be somewhat tedious, doing so is a gift of love; it will keep on giving even when you are unable to give any more.
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