Vision & Mission Statement:

Vision:

Asset Protection While Seeking Growth

Mission:

Detlefsen Nel & Associates is an investment and retirement planning firm that aims to help people invest with confidence. We provide comprehensive financial planning through LPL Financial, emphasizing both growth and risk management. We design strategies and manage client investment portfolios with the aim of creating and preserving wealth for our clients.

Why is a Sand Dollar our symbol?

Found on the Pacific Ocean beaches, the sand dollar is considered the 'wealth' of the ocean.

Our Pacific Ocean was named by the Portuguese explorer Ferdinand Magellan. During his explorations he considered the Pacific to be calm, peaceful and passive, compared to the sometimes turbulent and stormy Atlantic.

We introduce stability to our clients' investments to help protect against turbulent and 'stormy' market behavior. Our approach is asset protection while seeking growth.

Our Process, Your Plan, Your Protected Future

Detlefsen Nel & Associates---Comprehensive Financial Solutions

Upcoming Workshop:

You're invited! Outlook 2017

LPL Research is excited to introduce Outlook 2017: Gauging Market Milestones, with financial market forecasts, economic insights, and investment guidance.
» Click here.

Outlook 2017: Gauging Market Milestones

To read the report click here.

The Separate Time Baskets Approach

Planning for financial goals and funding future liabilities that occur at different points in life through a time-segmented approach to asset allocation provides the clarity needed to help investors stay on track.
» Click here to read the report.

KUGN Radio Interviews and Segments

  • Radio segment about the biggest investment risks faced by retirees.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. Guarantees are based on the claims paying ability of the issuing company. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  • Radio segment on the three different income approaches.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

  • Radio segment on the total return approach vs time segmented allocations.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with your financial advisor prior to investing.

  • Radio segment discussing the rowing portfolio.

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All illustrations are hypothetical and are not representative of any specific investment. Your results may vary. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Everything You Know About Asset Allocation Is Wrong.

The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios? "Post" Modern Portfolio Theory says yes, and it's gaining currency.

Independence Enabled By LPL Financial

As the nation's largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL Financial is an enabling partner to more than 12,800 financial advisors and approximately 680 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

Investment Strategies For The Age Of Global Change

Unfortunately, the majority of investors we meet are still investing with the mindset and strategies of yesterday. Too many advisors and Wall Street firms are placing hope ahead of experience and relying on the same outdated assumptions that were proven to be hopelessly inadequate during the meltdown of 2008. How successful was your investment strategy in mitigating past market meltdowns? Are you still working with advisors affiliated with investment firms that not only contributed to the crisis, but were so out of touch that they made themselves insolvent if not for government bailouts? Would you like to learn how we protected our clients' assets through the financial crisis? Click here to learn more.

What Is Your Current Advisor's Investment Theory?

All financial advisors follow a theory about investments and economics when they provide investment advice. A robust debate has been taking place concerning the usefulness of contemporary investment and economic approaches. It is critical that investors know what the prevailing world view of their advisors is. Click here to learn more about our approach.

Investing In Alternative Investments

Traditional investments may not encompass all the choices an individual investor has. Smart investors know that some opportunities are not always found on the most heavily traveled paths. To learn more about alternative investments click here.


Voted one of Eugene-Springfield’s Most Favorite Financial Planning Firms

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