Helping people implement Dave Ramsey's investment strategies.
Qualified Kingdom Advisor
Helping you apply God's principles to your financial decisions.
Certified Financial Planner™
Follow a strict adherence to the highest standards of financial planning.
Joseph Nelson MBA, CFP®, AIF®
Helping families bridge the gap between today and tomorrow.
Whether you are saving for retirement or already retired, I will teach you the rules to the financial game and then help you with strategies to manage your financial position and your finances so you can enjoy your life today while at the same time monitoring and helping you meet your future goals. When you are ready let me know. I know that I can make a difference for you like I have for many others. "Don't keep me a secret - share this information with your family and friends!"
About Joseph Nelson
Joseph Nelson founded Stewardship Investments with a strong desire to come alongside people to help them invest wisely. His desire is to assist people with Comprehensive Financial Planning so that all aspects of their finances will be aligned with a biblical foundation. It is Joseph’s passion that each client feels joyfully confident on their financial journey. Proverbs 21:5 states, “Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.”
He helps clients define and prioritize their goals and dreams and develop individually-tailored strategies to achieve them. By examining
cash flows, educational needs, retirement expectations, estate planning concerns, and risk exposures, Joseph delivers Comprehensive
Financial Planning solutions. These solutions include asset allocation modeling and investment and insurance strategies consistent
with clients’ time horizons, risk tolerances, and overall financial objectives. Asset allocation does not ensure a profit or guarantee
against loss, it is a method used to help manage risk.
Joseph worked for eight years with a Bible translation mission spending most of that time in Kenya, Africa managing project funds. Here he saw firsthand the impact financial resources can have when used strategically for the kingdom.
He is the chairman of the finance committee at Grace Chapel, where he is also active in the AWANA program. Joseph enjoys photography, running and reading. He is a resident of Northern Minnesota along with his wife, Carol, and three children: Abigail, Caleb and Gracie.
To view more about Joe's background, please visit FINRA's BrokerCheck Website
- Certified Financial Planner™ professional
- MBA University of St. Thomas, Minneapolis, MN
- BS Biblical Studies & Business Mgt., Northwestern College St. Paul, MN
- Accredited Investment Fiduciary AIF®
- Certified Kingdom Advisor with the Ron Blue Ministry
- SmartVestor Pro for Investing with Dave Ramsey
How We Can Help You
You may have questions when it comes to your financial picture:
- Am I on track for retirement?
- Is my family's future a bright one?
- What can I do to provide retirement income?
- What is the true cost and effect of mistakes made today?
- Is what I am doing really working?
- How can I improve my lifestyle today and still provide a healthy retirement?
- And many more...
If you are doing the same things financially that everyone else is doing and find yourself thinking that you are going to be fine
during retirement, you may need to rethink your position. According to a study conducted by ING, many Americans are not on
target to retire the way they expect.
Whether you are saving for retirement or if you are already retired, I will teach you the rules to the financial game and then help you with strategies to manage your financial position and your finances so you can enjoy your life today while at the same time monitoring and helping you meet your future goals.
When you are ready let me know. I know that I can make a difference for you like I have for many others.
The Five Principles of Financial Success
- Spend less than you earn. – Proverbs 13:11
- Avoid the use of debt. – Proverbs 22:7
- Build liquidity. – Proverbs 6:6-8
- Set long-term goals. – Philippians 3:14
- Believe that God owns it all. – Psalm 24:1