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

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Consider Roth for Tax-Free Income

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

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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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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Accumulation

Estimate the future value of your current savings.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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