William Nelson* DEARBORN & CREGGS wnelson@dearborncreggs.com “I want to play a central role in helping you achieve your life goals”

William Nelson understands the important role a financial representative plays in
helping individuals and families achieve their life goals. As your professional partner,
he can provide:

• Lifetime Needs Analysis
  Bill develops a long-term working relationship with his clients, helping provide
  financial solutions as they progress through their careers on into retirement.
• Personalized Strategies and Solutions Designed
  to Help Achieve Your Financial Goals
  He takes pride in listening to his clients and helping them achieve their individual
  goals. Whether it be one specific goal such as building a retirement nest egg, or a
  more comprehensive plan to satisfy several goals such as planning for college,
  protecting against the loss of a loved one, and insuring long-term care in later life,
  he stands ready to help.
• Objective Investment and Risk Management Advice
  A client-centered approach to investment planning can help you assemble a
  diversified** portfolio including insurance and risk management strategies
  designed to help meet your unique needs.

• Personalized Financial Planning
• Asset Management Strategies
• Investments
  • Federal and State Tax-Free Mutual Funds
  • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
• Insurance
  • Disability Insurance
  • Life Insurance
  • Long-Term Care
• Retirement Planning
  • Disability Insurance
  • SIMPLE IRA, SEP IRA, 401(k)
  • 403(b) Retirement Plans
• Education Planning
  • 529 College Savings Plan
  • Coverdell Education Savings Account
  • UGMA/UTMA

Professional Principles

Bill will work with you to understand your present financial situation and help you design a financial plan. He will also assist you in implementing your financial plan so you can achieve your goals.

Qualifications and Experience

Bill holds NASD Series 6 and 63 securities registrations, he also has life and health insurance licenses in Texas. He earned a BA in mathematics from the University of South Florida and an M.Ed in supervision from the University of Houston. He taught in Houston Independent School District for 25 years and retired in 2001.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client’s current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Bill can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

Email: wnelson@dearborncreggs.com

*Financial Representative of and Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered investment advisor, Member NASD/SIPC Lincoln Investment and Dearborn & Creggs are independently owned and each is responsible for its own business.