Jonathan Nelson, Fic, Fscp Email & Phone Number

I specialize in helping families plan for their financial future while maintaining or improving their lifestyle today. A big part of my work with families and individuals is helping get their financial life organized and building an all encompassing financial plan for the future. I also work with business owners, helping them protect their businesses and their partners and employees and helping them to attract, retain and reward good quality employees.In my free time, I volunteer with various non-profit organizations including the Rotary, Scouts BSA (Boy Scouts) and my church. In my former professional life....I joined the Platinum Systems team in January of 2005. I quickly became an Account Manager due to my attention to detail, dedication to providing outstanding customer service and my desire to learn more about the solutions we provided. I joined Modern Woodmen of America in May 2012 to pursue a career in Financial Services.As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and Southeastern Wisconsin plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal benefit society, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.Feel free to contact me at: (262) 221-8299Jnelson@mwarep.orgVisit my webpage: reps.modernwoodmen.org/jonathannelsonLearn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

Listed skills include Business Planning, Retirement Planning, Retirement, Employee Benefits, and 41 others.