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Strategic Consulting

Nelson Financial Group offers strategic consulting to our clients. Even something as simple as consultation on plan management can be scheduled. A minor tweak to one plan drives participation to another. Other areas we give our time to include:

• Root causes and avoidable claims cost analysis

• Employee and executive data gathering

• Benchmarking

• Health risk assessments

• Network discounts

Planning and Strategy

In the ever-changing world of Healthcare Reform, one theme seems to stand out, “It’s not going away.” Countless delays, legislative battles, and cries for more reform continue to shape the benefits landscape. More and more employers are seeking ways to save. On the quest for savings, employers often find that the quick fixes don’t always work out as planned. Our long-term strategies address the goals of lowering costs and behavioral change while remaining completely compliant.

ERISA Attorney

NFG has an ERISA Attorney on retainer. Our attorney focuses exclusively on employee benefits law. He has over 26 years of experience dealing with qualified plans, health and welfare, fringe benefits and executive compensation areas.

Strategic Partners

Legal Support

Legal Support

Legal Support

Partnered with

Steven A. Bloom,


Law Offices of Steven A. Bloom PLLC


Pinnacle IV at Kierland

14850 North Scottsdale Road,

Suite 285

Scottsdale, AZ 85254

Phone: 480-656-5748

Fax: (480)-452-1886


Partnered with

Abbie Shindler- Member

Nussbaum Gillis & Dinner P.C.


14850 N. Scottsdale Rd.

Suite 500

Scottsdale, AZ 85254

Phone: (480)-684-1121

Fax: (480)-684-1177


Partnered with

Jason Pritchett

The Pritchett Law Firm

Phoenix, AZ

Phone: (480) 382-6556

Fax: (480)-452-1886




Partnered with

Peter Borish


115 Central Park West

Apt 4C

New York, NY 10023

Phone: (917) 699-6000

Fax: (480) 505-9809



Partnered with

Wolfson Berbenich & Company, CPA's


1010 Northern Blvd.

Rm. 306

Great Neck, NY 11021


Phone: (516) 498-1040

ext. 101




Partnered with

Jake Arians

Phone: (904) 718-28264



Robby Tebow



Steve Hunter

Phone: (480) 369-2622




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