About Adam Olson, CFP®
As a Certified Financial Planner™ with Mutual of Omaha, I specialize in helping individuals navigate the critical years leading up to retirement—what I call the Red Zone Retirement phase. These are the final 5–7 years before retirement where strategic planning matters most—and where the right moves can make all the difference. With a focus on tax-smart retirement income strategies, risk management, and legacy planning, my mission is to help clients bulletproof their retirement plans so they can step into their next chapter with confidence and clarity.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've written several books on personal finance and retirement planning, including 21 Things You Need to Know About Money, What's Your Plan?, and Red Zone Retirement Plan. Education is central to my approach because I believe informed decisions lead to better outcomes.
With the support of a team of specialists, we help clients align every area of their financial lives, including:
- Pre-retirement and retirement income planning
- Investment management tailored to retirement goals
- Tax-efficient strategies to keep more of what you've earned
- Life, health, home, and auto insurance coordination
- Legacy and estate planning strategies to pass on wealth intentionally
My wife, Katie, and I live in Norfolk, Nebraska with our four boys—Hudson, Kiptyn, Tate, and Spencer—who keep us on our toes. When I'm not helping clients, you'll likely find me coaching youth sports, enjoying the outdoors, or spending time with my family at the river.
We serve clients nationwide, both remotely and through physical office locations, where I am licensed to do business. No matter where you live, I can help you create a retirement plan that's clear, customized, and built to last.
Financial AdvisorAdam Olson
About Adam Olson, CFP®
As a Certified Financial Planner™ with Mutual of Omaha, I specialize in helping individuals navigate the critical years leading up to retirement—what I call the Red Zone Retirement phase. These are the final 5–7 years before retirement where strategic planning matters most—and where the right moves can make all the difference. With a focus on tax-smart retirement income strategies, risk management, and legacy planning, my mission is to help clients bulletproof their retirement plans so they can step into their next chapter with confidence and clarity.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've written several books on personal finance and retirement planning, including 21 Things You Need to Know About Money, What's Your Plan?, and Red Zone Retirement Plan. Education is central to my approach because I believe informed decisions lead to better outcomes.
With the support of a team of specialists, we help clients align every area of their financial lives, including:
- Pre-retirement and retirement income planning
- Investment management tailored to retirement goals
- Tax-efficient strategies to keep more of what you've earned
- Life, health, home, and auto insurance coordination
- Legacy and estate planning strategies to pass on wealth intentionally
My wife, Katie, and I live in Norfolk, Nebraska with our four boys—Hudson, Kiptyn, Tate, and Spencer—who keep us on our toes. When I'm not helping clients, you'll likely find me coaching youth sports, enjoying the outdoors, or spending time with my family at the river.
We serve clients nationwide, both remotely and through physical office locations, where I am licensed to do business. No matter where you live, I can help you create a retirement plan that's clear, customized, and built to last.
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.
