Nelson Murphy Insurance & Investments
Welcomes You
We look forward to meeting you.
There is no one size fits all in the world of financial planning. We are here for you whether you have financial services with another company, currently manage them yourself, or plan to get started soon.
Our advisors are experienced, trusted, and committed to personalizing the financial planning process for our clients. We are easy to work with in good times, and more importantly, in challenging times. We believe that trust is a critical piece of any relationship and is the cornerstone of our practice.
We offer a simplified approach to the complex issues facing many families and businesses. Our team can assist you or your business in developing a personalized plan to reach your goals and bring resolution to any concerns.
We welcome you to Nelson Murphy Insurance & Investments (NMII) and look forward to hearing from you.
Our Process - Designed for you
Step 1. Get Organized
Gather documents and complete your eMoney profile.
Step 2. Prioritize & Plan
Discuss financial goals and develop your plan.
Step 3. Invest for Life
Match your investments to your goals and comfort with risk
Step 4. Protect Your Plan
Identify and resolve risks that could impact reaching your goals.
Step 5. Monitor & Adjust
Review your plan annually and make update.
Still have questions? - Explore our tools
Are you on track to meet your financial goals?
Use this free tool to see how close you are to hitting your goals and to create a financial strategy.