Check the background of this financial professional on FINRA's BrokerCheck.
Financial Success Strategies
Shelley L. Nadel, CFP®, ADPA®, CLTC®, LUTCF
Financial Advisor
713-893-5839
snadel@fscadvisor.com
Let me help you achieve financial success!
Welcome to the website of Financial Success Strategies! We want your visit to be engaging and to give you valuable tools to create a financial strategy designed to help you meet your specific goals.

I am Shelley L. Nadel, CFP®, ADPA®, LUTCF, Financial Advisor.  I founded my independent financial planning practice with one purpose in mind:  to give my clients the most transparent and comprehensive advice possible and help guide them to a financial plan that focuses on their needs specifically.  We never take a "cookie cutter" approach to identifying financial solutions; every client is different, and we work with you accordingly.

We offer our clients sophisticated and comprehensive financial planning services, including planning for retirement accumulation and income, risk management, estate and charitable giving, taxes, long term care, college, and business succession.

My passion is helping professional women and their families, as well as small business owners, apply the same excellence to their personal finances that they use every day to succeed in their work environment.  We will treat you like adults and not try to impress with fancy lingo.  Rather, we will give you straight talking advice about how to lead a successful financial life and be in control of your money rather than the other way around.  We will give you the best advice we can and then help you implement the strategy you choose to pursue.

Please let us know how we can help.  We hope you have a fabulously successful day!


Take care - Shelley
Latest Video Client Alert
Newsletters
  • Mid-Year Planning: Tax Changes to Factor In
    The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the
  • Investing to Save Time Boosts Happiness Returns
    The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology
  • Marriage and Money: Taking a Team Approach to Retirement
    Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored
  • What is the employment situation report, and why is it important to investors?
    Each month, the Bureau of Labor Statistics publishes the Employment Situation Summary report based on information from the prior month. The data for
  • What is gross domestic product, and why is it important to investors?
    GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of goods and services used in
    
PreviousNext
 
 
 

Out of the Box Strategies for Financial Success

IMPORTANT DISCLOSURES

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Financial Success Strategies is a marketing name.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

 


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.