Oswald Financial Group

Oswald Financial Group We enjoy continued growth & impacting our community by serving our clients Bryan Oswald, LUTCF, LACP

Bryan Oswald was born in Beatrice, Nebraska.

Oswald Financial Group is committed to helping design ideal retirement income plans for our clients while building everlasting relationships and treating our clients like family. He moved to Lincoln after attending Southeast Community College Milford where he received a degree in architectural engineering. He had a successful stint at Olson Associates, a local engineering and design firm, for a fe

w years before deciding to switch careers. Bryan became a mortgage broker, where he remained for five years. He thoroughly enjoyed being an independent mortgage broker and helping educate people on their options while they were looking for a new home. While working as a mortgage broker, Bryan had many older clients who also needed help purchasing insurance. He saw an opportunity to educate them on all the available products currently on the market. He decided then to become an independent insurance broker, ensuring he could work with multiple insurance companies and get the best deals for his clients. He has a Life Underwriter Training Council Fellow (LUTCF) designation qualifying him to advise individuals and businesses effectively on their insurance and planning needs as well as being a member of the National Association of Insurance and Financial Advisors Association. Bryan married his lovely wife Ronda in 2000 and they have two amazing children Mason and Regan. He enjoys golfing and spending time with his family.

Your 401(k) can be a great start, but it doesn't cover everything. Income planning, taxes, when to take withdrawals, and...
06/03/2026

Your 401(k) can be a great start, but it doesn't cover everything. Income planning, taxes, when to take withdrawals, and how your money actually supports the life you want. Without a clear plan, it's like having ingredients sitting on the counter but no recipe to follow. If this sounds familiar, you're definitely not alone. Let's sit down and talk through what makes sense for your situation.

If it’s been a while since you peeked at the "fine print" on your accounts, this is your gentle nudge. Three small check...
05/30/2026

If it’s been a while since you peeked at the "fine print" on your accounts, this is your gentle nudge. Three small checks today, a little extra peace of mind tomorrow.

Behind every family's future is the sacrifice of those who served. This Memorial Day, we remember the heroes who made it...
05/25/2026

Behind every family's future is the sacrifice of those who served. This Memorial Day, we remember the heroes who made it all possible. Thank you.

We know rising prices can make retirement feel up in the air. Our friendly “Inflation & Your Retirement” guide walks you...
05/19/2026

We know rising prices can make retirement feel up in the air. Our friendly “Inflation & Your Retirement” guide walks you through the basics in plain English.

Read it at: https://financeinsights.net/2jY5hkq6eIAQAOQ

05/15/2026

Most folks we meet are just tired of guessing. Here’s what actually happens when you reach out to us:

First, we just talk. No pressure, no prep needed—we want to hear what’s on your mind and what’s been keeping you up at night financially.

Then, we help you get organized. We’ll walk through what you have, what you don’t, and what matters most—at your pace, in plain English.

Next, we map things out together. Not a pile of paperwork—just a clear, simple path so you can see where you’re headed and why.

From there, we take it step by step. You’ll always know what’s happening and what comes next. By the end of it, most people say the same thing: “I finally feel like I can breathe again.”

If that sounds like what you’re looking for, that’s what we’re here to do.

05/13/2026

“How do I know if I’m on track?”
We hear this all the time—and the answer isn’t one magic number.

It starts with a better question: what do you want your money to do for you later?
Bryan explains 👇

Happy Mother’s Day to all the moms, grandmas, and mother‑figures out there. We see you, we appreciate you, and we’re che...
05/10/2026

Happy Mother’s Day to all the moms, grandmas, and mother‑figures out there. We see you, we appreciate you, and we’re cheering you on. 💐

Feeling behind on retirement and not sure where to start? You’re exactly who planning was made for. A simple, written pl...
05/04/2026

Feeling behind on retirement and not sure where to start? You’re exactly who planning was made for. A simple, written plan can turn “someday” into clear next steps. If this sounds like you, you’re not alone!

Address

8540 Executive Woods Drive Suite 300
Lincoln, NE
68512

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

(402) 904-7924

Website

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