Call Me For Your Free Hard Copy of RetireMax.
Derek Nelson is the founder of Polaris Legacy Group, where he helps individuals and families across Florida achieve financial peace, protection, and prosperity. With decades of experience in the insurance and retirement planning industry, Derek combines Wall Street expertise with a family-first approach that prioritizes security and peace of mind.
Originally from New York, Derek began his career as a member of the New York Stock Exchange (NYSE), gaining valuable insight into markets, investments, and wealth preservation. Today, through Polaris Legacy Group, he specializes in guiding clients toward debt-free living, safe retirement income strategies, and legacy planning that protects loved ones for generations.
Derek’s personal journey has deeply shaped his mission. After his wife fell into a coma and was not expected to survive, he became her caregiver, facing firsthand the financial and emotional strains families endure during times of crisis. That experience instilled in him a profound commitment to helping others prepare for life’s uncertainties and build a future rooted in stability.
As an author, educator, and retirement specialist, Derek believes true financial planning is about more than numbers—it’s about creating confidence, protecting families, and leaving a meaningful legacy. His clients appreciate his ability to explain complex financial concepts in simple terms while offering personalized strategies tailored to their needs.
Areas of Expertise
- Retirement Income Planning
- Insurance & Annuity Solutions
- Debt Elimination Strategies
- Asset Protection & Legacy Planning
- Safe Money Principles
Through Polaris Legacy Group, Derek Nelson continues to empower families in Florida and beyond to safeguard their retirement years, eliminate unnecessary debt, and build a financially confident future.
🔷 Resident License: Florida 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Life insurance, Medicare, Indexed Annuities, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
