Olmsted Financial Group

Name: Financial planning by Olmsted Financial Group and Terry D. Nelson in Rochester, Minnesota.
Address: 3428 Lakeridge Pl. NW Ste. 120, Rochester, MN, 55901, US
Telephone: 507-281-1262

3428 Lakeridge Place NW, Ste. 120
Rochester, MN 55901

Phone:

507-281-1262

Fax:

507-281-9131

E-mail:

terry@olmstedfinancialgroup.com

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Welcome to Olmsted Financial Group. We aim to arm you with the tools you need to make sound financial decisions and gain a better understanding of retirement planning, lifetime income planning, estate planning and risk management.

Please call our office to learn more about our services or schedule an appointment with Terry: 507-281-1262

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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