About Us
Proudly serving you in Lake Wales and the surrounding area.
Proudly serving you in Lake Wales and the surrounding area.
Your Financial Plan is about meaning, not just money. We build a holistic plan based on your values, causes, and beliefs.
You should be charged fairly. We are transparent about our pricing and how we are compensated.
Peace of mind matters. You should fully understand and feel comfortable with your financial plan.
We are always here. You can expect a lifelong relationship that includes plan reviews and ongoing communication.
A story from Family Financial Services founder Jimmy Nelson…
My start in the financial planning business was different than most. I was inspired by my grandfather, purple heart recipient Marion Nelson, who served in the U.S. Marine Corps during World War II.
Following in my grandfather, then my father’s footsteps, I enlisted in the service and am a proud U.S. Navy Veteran.
When I returned to civilian life, I became the 5th generation to run his family’s business, Marion Nelson Funeral Home.
It was during my time at the funeral home when I realized how many families were in financial disarray and turmoil after their loved one’s passing.
I can’t tell you how many times an elderly widow would come up to me sobbing because she had no idea how to handle the household finances after her husband passed away. It was devastating.
With my desire to serve others, I knew I had to do something to help. So in May 1988, I launched my financial advisory career.
Knowledge, trust, and honesty are my core values. Not only in my business, but in my life. Now, as a CERTIFIED FINANCIAL PLANNER®, I am able to offer financial solutions to help people avoid situations like I encountered during my nursing home days.
When I’m not working, you’ll find me spending time with my beloved wife Kelly, daughters Kristin and Maggie (and their spouses), as well as my first grandchild and namesake, James “Jamie”.
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122 East Tillman Avenue
Lake Wales, Florida 33853
(863) 676-8432
We protect your assets from those things in life that can threaten what’s most important to you.
Ⓒ 2022 Family Financial Services. All Rights Reserved. Privacy Policy.
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Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., both located at 11525 Park Woods Circle, Alpharetta, GA 30005. Family Financial Services is not an affiliate or subsidiary of Kalos Capital, Inc. and Kalos Management, Inc. Disclosures.
