Shane Allred - Northwestern Mutual

Shane Allred - Northwestern Mutual Financial Representative

I can help you figure out the best way to save and grow your money based on your goals and timeline.
03/21/2024

I can help you figure out the best way to save and grow your money based on your goals and timeline.

Your first impulse might be to splurge on something you’ve been wanting to buy—and you should! But you can also set some aside for savings or paying off debt.

03/18/2024

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

Northwestern Mutual’s latest survey of American’s finances shows financial insecurity on the rise. Whether you’re feelin...
03/15/2024

Northwestern Mutual’s latest survey of American’s finances shows financial insecurity on the rise. Whether you’re feeling insecure or just want to up your money game, these tips can help you to start playing offense.

The best defense against feeling financially insecure is a good offense—also known as a financial plan. These steps can help you get in the game or level up.

03/14/2024

As a financial planner I could either bore you with pie charts all day long, or in honor of Pi Day, I could show you how everyone’s Good Plan is unique and special by presenting more literal pie charts. Don’t you think this way is yummier?

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match wh...
03/07/2024

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

03/06/2024

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6180Xdi4M

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big differen...
02/28/2024

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

02/26/2024

It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.
02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Here’s why you should consider doing both.

If you’re looking to build a legacy, you’ll need a good plan— one that considers your life and loves, your goals and you...
02/16/2024

If you’re looking to build a legacy, you’ll need a good plan— one that considers your life and loves, your goals and your values. And you’ll want to balance investing for growth and protecting what matters most. Reach out and let’s start building together.

Working with a professional can help you both see your shared financial picture.
02/15/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

From tiny steps to big dreams, let's set up a savings plan for their journey and yours. No better time to start than rig...
02/15/2024

From tiny steps to big dreams, let's set up a savings plan for their journey and yours. No better time to start than right now.

Address

201 S Denver Avenue
Tulsa, OK
74103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19184971122

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