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.
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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
19
JUN
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.
26
JUN
Retirement Workshop
6:30 PM CST | Dinner Series
27
JUN
Saltdogs Outing
6:00 PM CST | Client Series
Join us for a night at the ballpark with the Lincoln Saltdogs! It’s a chance to enjoy sunshine, hot dogs, home runs, and great company. Whether you’re here for the game, the snacks, or just some good laughs with the team, this outing is all about making memories (and maybe catching a foul ball or two). Let’s play ball!
15
JUL
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: