Oswald Financial Group

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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 few 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 planning is about more than numbers. Account balances, income, and expenses can help tell the story, but the r...
10/21/2026

Financial planning is about more than numbers. Account balances, income, and expenses can help tell the story, but the real question is: What do those numbers mean for the life you want to live?

Whether you're preparing for retirement, thinking about your legacy, or navigating a major life change, it's important to look beyond the numbers and understand how your financial decisions connect to your goals and priorities.

Our latest article explores why meaningful planning starts with understanding the bigger picture.

Read more: https://financeinsights.net/Dm0atpegQuOe0dv

Before your CD automatically renews, ask one important question: Have you reviewed all your options?With many CDs maturi...
10/13/2026

Before your CD automatically renews, ask one important question: Have you reviewed all your options?

With many CDs maturing over the next year, now may be a good time to compare available strategies and understand how they fit into your broader financial plan.

Current rates available:
• 2-Year: 5.15%
• 3-Year: 6.00%
• 5-Year: 6.25%

Contact our team to discuss your options before your CD renewal date arrives.

🏈 Help a Friend. Score a Chance to Win. 🏈Many of the families we work with first heard about us from someone they trust....
10/09/2026

🏈 Help a Friend. Score a Chance to Win. 🏈

Many of the families we work with first heard about us from someone they trust. That's one of the greatest compliments we can receive. Do you know someone who has questions about retirement, Social Security, Medicare, taxes, or creating a reliable retirement income plan? We'd be honored to help.

For every referral who completes a visit with our team by November 2 at 5:00 PM, you'll receive an entry to win:
🎟️ TWO tickets to see Nebraska take on Ohio State
📅 November 21
🌽 Every completed referral earns another entry

Getting started is easy: 👉 https://oswaldfinancialgroup.com/refer-your-friends-and-family/

Thank you for being part of the Oswald Financial Group family and for introducing us to the people you care about most.

We’re creating Lincoln’s premier financial services collaborative. If you know someone who might be interested in learni...
10/05/2026

We’re creating Lincoln’s premier financial services collaborative. If you know someone who might be interested in learning more about the remaining private offices, contact [email protected].

The shredders are busy, the food is flowing, and we're having a great time! Thank you to everyone who has joined us for ...
10/02/2026

The shredders are busy, the food is flowing, and we're having a great time! Thank you to everyone who has joined us for today's Annual Shred Day Tailgate. We're thankful for the trust you place in us and for the chance to connect with so many great people.

09/23/2026

Life changes. Beneficiary forms don't update themselves.

Many people assume their will determines where all their assets go. In reality, retirement accounts and life insurance policies often follow the beneficiary forms on file. If you've experienced a marriage, divorce, welcomed a grandchild, or gone through another major life event, now is a great time for a quick review.

Just 5 minutes today could help ensure your money goes where you intend and give your loved ones greater peace of mind tomorrow.
✅ Watch Bryan's latest Money Minute.
✅ Check your beneficiaries.
✅ Cross one important item off your retirement to-do list.

This content is for educational purposes only and is not intended as personalized financial, tax, or legal advice.

🏈 Who's Ready for Game Day? 🏈One of the greatest compliments we can receive is a referral. If you know a friend, family ...
09/18/2026

🏈 Who's Ready for Game Day? 🏈
One of the greatest compliments we can receive is a referral. If you know a friend, family member, coworker, or neighbor who could benefit from financial guidance, we'd love the opportunity to help.

For every referral who completes a visit with our team between now and November 2 at 5:00 PM, you'll receive an entry to win:
🎟️ TWO tickets to Nebraska vs. Ohio State
📅 November 21
🌽 More referrals = More chances to win

Submitting a referral is easy: 👉 https://oswaldfinancialgroup.com/refer-your-friends-and-family/

Thank you for trusting us to help the people who matter most to you.

As we celebrate the hard work and dedication that help build our communities, our office will be closed Monday, Septembe...
09/05/2026

As we celebrate the hard work and dedication that help build our communities, our office will be closed Monday, September 7 for Labor Day. We hope you take time to relax, recharge, and enjoy the holiday weekend with the people who matter most. We'll see you back in the office on Tuesday!

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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