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.

Financial Awareness Day reminds us that financial confidence doesn't come from knowing everything. It comes from knowing...
08/13/2026

Financial Awareness Day reminds us that financial confidence doesn't come from knowing everything. It comes from knowing what's important.

A few simple questions can make a big difference:
✔️ Do you know where all your retirement accounts are?
✔️ Have you reviewed your beneficiaries recently?
✔️ Do you have a written plan for retirement income?
✔️ Would your family know where to find important financial documents.

You don't have to tackle everything in one day. Even one small step can help you feel more organized and prepared.

At Oswald Financial Group, we believe financial planning should feel less overwhelming and more like a conversation around the kitchen table. What's one financial task you've been meaning to cross off your list?

One of the most common retirement myths we hear is, "I'll get serious about planning when retirement gets closer."The re...
08/07/2026

One of the most common retirement myths we hear is, "I'll get serious about planning when retirement gets closer."

The reality is that planning is less about timing and more about creating options. You do not need every answer today. You just need to understand where you stand and what choices may be available to you down the road.

If this sounds familiar, you are not alone. A simple conversation can be a great place to start.

You’ve spent years showing up for your clients. Now imagine doing that inside a modern, welcoming office where you’re su...
07/29/2026

You’ve spent years showing up for your clients. Now imagine doing that inside a modern, welcoming office where you’re surrounded by professionals who believe in collaboration, referrals, and better outcomes for the people you serve. We’re creating Lincoln’s premier financial services collaborative. If you’re interested in learning more about the remaining private offices, reach out to [email protected].

07/23/2026

Quick question—do you know where your retirement money actually sits? Not just what you have… but how it’s taxed? Most people don’t. And that’s okay.

Take 10 minutes this week and write it out:
• Taxes now
• Taxes later
• Tax-free

It’s one small step that can help you keep more of your money in retirement.

Some of the biggest retirement opportunities aren’t flashy… they’re hiding in plain sight.It’s often the small things: t...
07/22/2026

Some of the biggest retirement opportunities aren’t flashy… they’re hiding in plain sight.

It’s often the small things: tax timing, Social Security decisions, overlooked accounts that make the biggest difference over time.

We break it all down in a simple, easy-to-follow way so you don’t miss what matters most.

Learn More 👉 https://financeinsights.net/wxqdh8m5aIjnL0eSbAKB1Uk653M

07/14/2026

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

1) We start with a simple conversation.
No pressure, no prep needed. We just talk about what’s been on your mind. questions, concerns, even the stuff you feel like you “should” understand but don’t.

2) We listen before we suggest anything.
We take time to understand your situation, your timeline, and what matters most to you and your family.

3) We organize what you already have.
Think of it like laying everything out on the table, accounts, income sources, benefits, so it finally makes sense in one place.

4) We map out next steps together.
Not a sales pitch. Just clear options, explained in plain English, so you know what you can do from here.

Afterward, most people tell us they feel a sense of clarity, and a little more at ease about what’s ahead.

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

From travel and hobbies to healthcare and helping family, money just moves to different places. Without a plan, those ch...
07/08/2026

From travel and hobbies to healthcare and helping family, money just moves to different places. Without a plan, those changes can sneak up on you and feel stressful. A simple income strategy can help you feel more in control of what’s ahead.

If this sounds like you, you’re not alone, talk with a professional who knows your situation.

This July 4th, we’re celebrating more than fireworks.We’re celebrating freedom.The freedom to choose how you spend your ...
07/04/2026

This July 4th, we’re celebrating more than fireworks.

We’re celebrating freedom.
The freedom to choose how you spend your time.
The freedom to enjoy a paycheck in retirement.
The freedom to feel confident about what’s ahead.

If retirement still feels like a question mark, we’re here to help you turn it into a plan.

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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