Broker Check
Caleb Nelson

Caleb Nelson

Financial Professional

It can be difficult to know the next step to take in securing your financial future. I specialize in protection-based planning to help families and individuals prepare for retirement. There is no one-size-fits-all product out there that is right for everyone. I love giving people the personal attention needed to discover their goals, evaluate a plan, and then review and adjust that plan when needed as life rolls on. I keep my office with J. Michael Stevens and Associates, who have excelled in long-term client relationships and personal attention for over 40 years. And I am proud to have recently joined the team at Cambridge Financial Advisors, putting the resources of a full-service strategic planning organization at my back.