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Justin M. Nelson, CFP ® , RICP ® , ChFC ® , CLU ® , CASL ® Financial Advisor 201 S Denver Ave Ste 500 Tulsa, OK 74103 Office 918-497-1139 Mobile 918-869-6389 Contact Me About Me Areas of Expertise News Professional Personal Community Involvement About Northwestern Mutual About Northwestern Mutual Wealth Management Company My Team My Team Network of Specialists Financial Planning Our Financial Planning Process Services Financial Planning Retirement Planning Business Planning Employee Benefits Executive Benefits Estate Planning Trust Services Education Funding Insurance Life Insurance Permanent Term Disability Income Insurance Long-Term Care Investments Investments Resources Market & Economic Commentary Articles Calculators Advanced Planning Library Client Center Justin M. Nelson, CFP ® , RICP ® , ChFC ® , CLU ® , CASL ® Financial Advisor 201 S Denver Ave Ste 500 Tulsa, OK 74103 Office 918-497-1139 Mobile 918-869-6389 Contact Me Welcome! Thank you for taking time to learn more about Financial Planning. Mission Statement "Guiding people along the best financial pathway for their life; advising them with strategic solutions, watching and walking with them every step of the way." - Justin M. Nelson Comprehensive Financial Planning to help Grow your Assets and Protect your Financial Security, for Business and Personal Wealth Retirement Income Planning to help Remove the Worry from your Retirement Years Justin M. Nelson on Service When it comes to helping you reach your goals, the best service anticipates your needs. That's why Justin M. Nelson provides more of the attention, exceptional service and support you deserve. Leveraging skills and expertise, Justin M. Nelson focuses on Asset and Income Protection, Retirement Accumulation and Wealth Management, Retirement Income Distribution Planning, Tax Reduction/Elimination, and Personal and Business Planning Needs Analysis. Justin M. Nelson and his Team work hard to get to know you and your preferences. In doing so, their goal is to help you navigate the world of financial opportunities, make informed choices about managing your hard earned money, and to help create the secure future you want for yourself and your loved ones. Financial Security Planning None of us can predict the future. The best we can do is prepare for it – with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success. I can help you create a plan based on your values that addresses your dreams for the future. https://youtu.be/sYFsL50XIU4 The Northwestern Mutual Difference We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one. Best Life Insurance Company ranked by NerdWallet, April 2019 1 Highest financial strength ratings of any life insurer from all four major rating agencies 2 Top 10 U.S. Independent Investment Broker-Dealers 3 1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved. 2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. 3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019. Register for your Northwestern Mutual online account Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more. How to Manage Debt If You Lost Income During COVID-19 Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more. The Conversations Couples Should Have Before Retirement Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more. Account Access Calculators How much am I spending? How much life insurance do I need? What will it take to save for a vehicle, home, etc.? Advanced Planning Library Check the background of this investment professional To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links | Disclosure © 2021 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC , and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Justin Miles Nelson is an Insurance Agent of NM and NLTC. Investment brokerage services provided as a Registered Representative of NMIS . Investment advisory services provided as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Justin Miles Nelson is primarily licensed in OK and may be licensed in other states. AR License: 16525248 CA License: 0I89309 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services....