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Our Services
FINANCIAL PLANNING
Nelson Planning Group, Inc a
Registered Investment Advisor, offers extensive financial services
to individuals and businesses. From a simple retirement plan to a
complex employee benefits program, we make a commitment to help our
clients realize their financial goals. Using various planning
methods, we can design a comprehensive road map to a secure
financial future. Through development of a financial plan, we are
able to determine which investments are most appropriate and
beneficial to your specific situation.
Financing
NPG Brokers,
LLC helps in preparing a loan package that
meets the standards and needs of lenders. We work with commercial
lending organizations throughout the state of Georgia, including
governmental loan programs geared towards economic and community
development. NPG Brokers knows what lenders are expecting and
how to ensure your package meets the specific criteria of different
institutions.
Because each bank has a unique
appetite for making loans to small businesses, selecting the right
bank can be a time consuming endeavor. To maximize your opportunity
for securing a loan in a timely manner, we can help your buyer
target the appropriate funding source to secure the money needed.
Business Planning
Our staff includes experienced
business managers and owners as well as an in-house Certified
Financial Planner. We often work with our clients on a
consulting basis, prior to selling their business, in order to
maximize the value for the owner. This process also increases
the appeal of the business to prospective buyers and allows for a
more effective transition of ownership.
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