Ready To Sell Your Business, But Don't Know What It's Worth... We Can Help!
About Us
Financial Planning & Insurance
Nelson Bank Financial offers tailored financial planning, insurance, and investment services. Our plans include; retirement planning, insurance protection, special needs planning for disabled children or adults, long-term care, and estate planning.
If you're a business owner, we offer business consulting for new and growing businesses. In case of a sale or succession planning, we offer business valuations
As a licensed insurance agency, we types of insurance offer various plans to protect you, your business, and your family. We also utilize insurance strategies to ensure you have tax-free income in retirement.
If you're struggling after the loss of a loved one, our experienced advisors and attorneys can help you settle your estate. We understand the grief process, that's why we take a "No Pressure Approach" in helping survivors and their loved ones make the right decisions, at the appropriate time.
Our Proven Approach
- We review your current goals and strategies to see what's working and what's not.
- We define clear and concise goals based on your needs and wants.
- We make specific recommendations to fit your budget, meet your needs, and that align with your risk tolerance.
- Lastly, we monitor and maintain an ongoing relationship with you through a series of calls and meetings.
By meeting with you multiple times throughout the year, we can make necessary adjustments as life and the market change.
Why Us?
We're backed by 30 years of financial and accounting experience, as well as, the support and experience of the Fran Tarkenton and Tarkenton Financial.
- We're committed to strong ethical principles.
- We focus on goals that matter to you the most.
- And we love what we do!
Behind the Scene
Sheron Nelson Banks Agent|Advisor
With more than 25 years of experience in accounting and financial services, Sheron holds multiple degrees, certifications and licenses. She began her career in financial services with American Express Financial Advisors, currently known as; Ameriprise Financial. In 2014 she started Nelson Banks Financial offering the following services:
- Insurance; Life, Disability, Annuities & Small Business
- Retirement Accumulation/Savings
- Retirement Income Planning
- Business Formation/Start Up
- Business Valuation Services
- Expediting Services ( We handle municipality red tape)
- Licensing, Trademark and Copyrighting (attorney referral)
- Business Buy/Sell Agreement for Partnerships, Multi-Member LLCs.
- Estate & Legacy Planning
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Our Partners
Tarkenton Financial partners with elite financial professionals who care about creating a better retirement lifestyle for their clients. Tarkenton Financial's mission is to help people; and we do just that! Which is one of our guiding principles. Hall of Fame Quarterback, Fran Tarkenton has built several $100 million businesses.
Tarkenton Financial separates itself from other marketing organizations by understanding that “there is no silver bullet” and that “nothing takes the place of hard work.” They focus on the fundamentals and proven processes to help advisors create a successful financial practice.
Sheron Banks has been a proud partner of Tarkenton since 2014
Tarkenton Financial
3340 Peachtree Rd NE, #2300, Atlanta, Georgia 30326
*Some products are offered by AuguStar Financial*
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Contact Us
Today is the perfect time to start planning for your future. Whether you need financial planning, home & auto insurance, benefits or business insurance call us, we can get you started with a plan to meet your needs.
Nelson Banks Financial
Hours
Monday - Thursday: 9 a.m. - 5 p.m.
Friday - Closed
Saturday - Appointments may be available on a case-by-case basis and must be scheduled in advance.
Initial appointments are done via Phone or ZOOM unless otherwise agreed. In office appointments will be held at the Tarkenton Financial office in Atlanta (Buckhead).
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