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 stage – 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. Education is central to my approach, because informed decisions lead to better outcomes.
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.
Financial AdvisorAdam Olson
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 stage – 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. Education is central to my approach, because informed decisions lead to better outcomes.
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.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
Testimonials
The above statements are provided from clients of the advisor. There has been no compensation paid of any type or kind in exchange for the statements. No material conflicts of interest exist arising from the relationship between the advisor and the clients. The statements provided may not be indicative of all client experiences. There can be no performance guarantees or guarantees of success.
