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Your Investment Guide

Hap Nielsen Investments believes there are times to take advantage of the market environment and times when the priority is simply to avoid market risk, thus a flexible approach to investing is needed. Keeping with this, the next step forward must reach beyond asset classes to also encompass a mix of investment approaches.

Hap Nielsen Investments utilizes turnkey asset management programs and select insurance products to oversee most of our clients’ accounts. By using some of the finest investment platforms and insurance companies available through ever expanding technology, the firm is free to focus its efforts on serving you, the client.

Hap Nielsen Investments is located in the Heart of Texas in the city of Waco. With 20 years of experience, we serve clients throughout Texas and beyond. We see our position as your investment guide as a sacred calling.  Contact us today to learn more about our services and to set up a no cost, no obligation meeting.

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.