Overview

What's your Plan? is designed to help you jumpstart intentionality in every part of your financial life. It's critical that you attach a purpose to every dollar that you earn, save, and spend. What's Your Plan? gives you the tools needed to create a financial plan to grasp the future retirement of your dreams. This book will: 1.Educate you about financial situations you may face in your mid life years 2.Help you Envision what your ideal retirement looks and feels like 3.Equip you with the tools to make those retirement dreams a reality for you

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9781953497079

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Adam Olson is a Financial Advisor with Mutual of Omaha Investor services. He has been in the industry serving clients since he graduated from Northwestern College in Iowa in 2011. Adam has 4 professional designations: CFP, RICP, FSCP, LUTCF. He is constantly seeking ways to educate himself in order to effectivity serve and educate his clients. He feels a deep sense of responsibility to help ordinary people take control of their financial lives. Adam resides in Norfolk, Nebraska with his wife Kate, and 3 boys: Hudson, Kiptyn, and Tate.

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