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?

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: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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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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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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