PLANNING WITH INTEGRITY, KNOWLEDGE, AND COMMITMENT

OUR MISSION: My team and I look to continually promote the personal and financial well-being of our clients by asking the important questions, developing personalized plans, and aligning actions to achieve desired results.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. My team can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. Our team is built of skilled professionals who are steadfast in creating thoughtfully integrated financial plans.

Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  team will create a timeline to help protect you and your family now and execute the steps necessary to respond to whatever life brings in the future.

LATEST NEWS: 

Try going paperless and aggregating your accounts on our client website to help cut down on mail and see all your information in one place!

Sign up to Go Paperless on the client website in 2 easy steps.
1. Log in, then go to the menu in the top right corner with your name on it. Select the Document Delivery tab.
2. Select eDelivery for the products and/or accounts you want to go paperless.
If you have any questions, have had any life changes, or if you would just like to schedule a time to catch up with Jason, please call Ashley on our team and she will be happy to help!

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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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jason Scott Houston, RICP®, CFP®

Wealth Management Advisor

13305 Birch Dr Ste 100
Omaha, NE 68164-5450
  • Office 402-933-7555 ext. 2109

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Advanced Planning
Library

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck