Guiding You To Your Financial Freedom
Financial Freedom is more than just money. It’s confidence in your financial future. The journey to your destination: financial success starts here.
Prepare
for your future
Enjoy
living freely
Leave
a legacy
How Can We Help?
At Oswald Financial Group, our goal is to help you reach your goals and achieve financial success, whether you’re just getting started, preparing for retirement, or well into your golden years. We are here to help you navigate to your destination: financial success.
Get to know Oswald Financial Group
Who We Are
We can help you achieve success
What we do
Tax-Efficient Strategies
We work to create the best plan to help you save on taxes in the long term. This structure allows you to utilize alternative methods to make your money work smarter not harder.
Legacy Strategies
It’s important that your hard-earned assets go to your loved ones. We can help you create a plan that takes this into account and ensures your assets are passed on to your family.
Retirement Strategies
Planning for retirement can be overwhelming. We’re here to help you avoid your own retirement crisis by setting up a comprehensive plan that will allow you to have the retirement you deserve.
Insurance Strategies
Protect you and your family’s future. We help you create a plan that ensures if something unexpended happens your family will have the funds to get through any difficult and trying times.
Top 10 Retirement Actions
Preparing for retirement income may seem like a daunting task, but we have some good news! We can help you get a handle on preparing for your financial future with our list of the top 10 things you should do to prepare for retirement.
Three steps to
Unleashing Your Success
01.
Discover Your Future
From the moment you schedule a meeting, we go to work for you. It is important for you and us to get to know one another so we can help you achieve the best possible results that fit your needs.
02.
Evaluate Your Needs
Whether you are determining your vision for the future, looking to protect the ones you care about, or planning to retire soon, we will help you discover where your life and financial goals intersect.
03.
Plan Your Destination
After understanding every financial and non-financial asset in your life, we create a personalized plan that will serve as the road map towards your financial goals allowing you to achieve financial success.
“
Helping your family achieve success
What Our Clients Have to Say
Testimonials have been provided by current clients of Oswald Financial Group.
Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Helping your family achieve success
What Our Clients Have to Say
“
Testimonials have been provided by current clients of Oswald Financial Group.
Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Testimonials have been provided by current clients of Oswald Financial Group. Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Upcoming Events
31
JUL
Fore & Friends
1:00 PM CST | Client Series
A day on the green filled with great conversation, plenty of laughs, and maybe even a few impressive golf shots (no promises). Fore & Friends is a chance to enjoy some quality time with Bryan, connect outside the office, and bring along a guest of your choice for a laid-back, invite-only golf outing.
We’ll take care of the golf, the food, and the fun—you just show up ready to swing, snack, and socialize. Whether your game is scratch or… scratched, we promise a good time either way.
05
AUG
Retire & Inspire
6:30 PM CST | Referral Series
An evening designed especially for our clients—an opportunity to enjoy meaningful conversation, light refreshments, and fresh insights into retirement planning. This isn’t a sales pitch or a workshop—it’s a relaxed, thoughtful gathering focused on sharing ideas, building community, and exploring what a fulfilling retirement can look like. We also know the best conversations often happen when you bring someone along. Spouses, friends, or anyone who might benefit from thinking about their future are welcome—this event is all about connection.
12
AUG
The Osher Lifelong Learning Institute
6:30 PM CST | Educational Series
If you’re 50+ and still love to learn, explore, and connect—OLLI at UNL might be just what you’re looking for. With over 350 noncredit classes, social events, interest groups, and travel opportunities offered year-round, OLLI is your invitation to stay sharp, stay social, and have some serious fun doing it.
26
AUG
Retirement Workshop
6:30 PM CST | Dinner Series
Let’s face it — the national debt is sky-high, taxes are historically low, and we all know Uncle Sam doesn’t just let things slide. So here’s the million-dollar question: when you retire, do you think taxes will be higher or lower than they are today? (Yeah… we thought so too.)
Join us for a free, eye-opening workshop that tackles the BIG questions about retirement:
28
AUG
Retirement Workshop
6:30 PM CST | Dinner Series
Let’s face it — the national debt is sky-high, taxes are historically low, and we all know Uncle Sam doesn’t just let things slide. So here’s the million-dollar question: when you retire, do you think taxes will be higher or lower than they are today? (Yeah… we thought so too.)
Join us for a free, eye-opening workshop that tackles the BIG questions about retirement: