Nelson & Company Wealth Management

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Choose a service to schedule

Breakfast/Coffee Meeting

Breakfast/Coffee Meeting
Please provide name and address of where we are to meet.

Luncheon (specify location)

Luncheon
Please provide name and address of where we are to meet.

Conference Call

Conference Call
If you do not require a face-to-face meeting, you can opt to schedule a conference call. Please indicate what the meeting will be about and who will be calling and the phone number to be used.

Meeting at your home

Annual Review
New Client Consultation
Referral Meeting
Service Items
Please describe in the notes section what specifically you would like to discuss.
Social Security Maximization Analysis
Policy Delivery Meeting
Tax Analysis Meeting
Please provide your previous year's tax documents to me at least a week prior to the meeting so I can prepare for the meeting. Email to rick@nelson-wealth.com or fax to 888-501-6568. If you fax, please email me saying you just faxed the documents over for the Tax Analysis meeting.
Follow-up meeting
Rick O'Neal will meet you at your home for your follow-up meeting.

Please contact Rick if you have any questions in regards to the meeting at 913-748-5589.

Thank you!

Non Breakfast/Lunch Meeting (specify location)

Meeting (non breakfast/lunch)
Please specify name and address as to where we are to meet.

Meeting at Parman & Easterday-by Appointment Only

Meeting at Parman & Easterday Law Office with Rick O'Neal-by Appointment Only
Please meet me at the offices of Parman & Easterday. Bring all statements (annuity, mutual fund, brokerage, life insurance, CD's, etc. for me to review). My cell #913-748-5589 if you need to contact me directly.

Address:
Parman & Easterday Law Offices
10740 Nall Ave, Suite 160
Overland Park, KS 66211

**Rick O'Neal is not affiliated with the law office, this is a meeting location by appointment only.

Registered Branch Office

Registered Branch Office Location- 23985 W 115th Ter, Olathe, KS 66061 (call for appointment)

Contact Us

913-701-1842