Set Your Employees Up For The Future
We provide defined benefit and defined contribution plans
that are tailored for your company.
Simple 401(k) and IRA
Employer match up to 100% and qualified plans.
Financial Wellness
Our consultants work with your employees to guide and advise them.
529 College Savings
State-sponsored investment plan that pays for education expenses.
Safe Harbor Plans
Avoid annual IRS nondiscrimination testing and save on a ton of administrative hassle.
Deferred Comensation
Reward top-talent and lower taxes.
Custom Solution
Looking for something else? Let us know and our advisors will put it into action.
See How We Can Help You Today
Securities and Insurance Disclaimer
Andy Dalka, Julie Nelson, and Teri Ann Greenfield are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Andy Dalka is licensed to offer securities and insurance products in CO, IA, KS, and NE. Julie Nelson is licensed to offer securities and insurance products in AZ, CO, IA, KS, MO, NE, SD, and VA. Teri Ann Greenfield is licensed to offer securities and insurance products in NE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Andy Dalka, Julie Nelson, and Teri Ann Greenfield. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group and Patriot are not affiliated with Cambridge Investment Research, Inc.
A Division of Patriot Growth Insurance Services, LLC
Check the background of this firm on FINRA’s BrokerCheck Member FINRA / SIPC.
402-289-1046
16820 Frances Street, Suite 202, Omaha, NE, 68130