Helping financially successful people over 55 approaching retirement design tax-efficient, legacy-driven plans to protect what they’ve built and leave a meaningful impact. About Adam Olson, CFP®
As a Certified Financial Planner™ with Mutual of Omaha, I help financially successful individuals over 55 who are within 5–7 years of retirement navigate the pivotal years ahead with confidence. This stag
e – what I call the Red Zone Retirement™ – is when the stakes are highest, and the right strategies can make all the difference. I specialize in guiding clients who’ve built significant savings through this critical phase, helping them protect what they’ve earned, minimize taxes, and create a lasting legacy for their families. My mission is simple: to help you retire on your terms — with clarity, confidence, and peace of mind. With experience in tax-smart retirement income planning, risk management, and legacy-focused strategies, my team and I work alongside you to align every part of your financial life, including:
Pre-retirement and retirement income planning
Investment management tailored to your retirement goals
Tax-efficient strategies to help you keep more of what you’ve earned
Coordinated insurance solutions to help protect your family and lifestyle
Legacy and estate planning to pass on your wealth intentionally
I’m also the author of 21 Things You Need to Know About Money, What’s Your Plan?, and Red Zone Retirement Plan. My wife, Katie, and I live in Norfolk, Nebraska with our four boys – Hudson, Kiptyn, Tate, and Spencer – who keep us busy and grateful. Outside of work, I enjoy coaching youth sports, spending time outdoors, and relaxing at the river with my family. We serve clients nationwide, both remotely and through office locations where I’m licensed to do business. No matter where you live, if you’re approaching retirement and want a plan designed to protect your wealth, reduce your tax burden, and leave a meaningful legacy, I’d be honored to help.
