CalmWater Financial Group®

🎄✨ Warm Holiday Wishes from CalmWater Financial Group! ✨🎄 As we celebrate this festive season, we want to extend our heartfelt gratitude to all our clients for allowing us to serve you this past year. Wishing you and your families a Merry Christmas and a Happy New Year filled with joy, peace, and prosperity. Here's to a wonderful year ahead!

🦃 Happy Thanksgiving from CalmWater Financial Group! 🦃 As we gather with our families and friends to celebrate this season of gratitude, we want to extend our warmest Thanksgiving wishes to all of our wonderful clients. We are truly thankful for your trust and partnership, and we are grateful to have the opportunity to serve you. May your Thanksgiving be filled with joy, love, and cherished moments.

🌳 We Won the Green Leaf Award! 🌳 We are thrilled to announce that CalmWater Financial Group®, along with our office neighbors Brogan Lammli, P.C., have been honored with the City of Norfolk's Green Leaf Award! This award recognizes exceptional landscaping based on nominations submitted between August and September. Winners are selected for their outstanding “curb appeal” and the thoughtful incorporation of trees. A huge thank you to Andrew Olsen and Olsen Mowing & Snow Removal for taking such good care of our landscaping and helping us create a beautiful, welcoming environment at 3204 West Benjamin Avenue. Let's continue to keep our community green and beautiful! Pictured are Jason Lammli (Brogan Lammli), Tim Brogan (Brogan Lammli), Trentee Bush (Tree Board Member), Chuck Olsen (CalmWater Financial Group), Andrew Olsen (Olsen Mowing & Snow Removal), Lon Atwood (Tree Board Member), and Shane Claussen (Tree Board Member) #GreenLeafAward #CurbAppeal #CalmWaterFinancialGroup #BroganLammli #OlsenMowingAndSnowRemoval

As the year winds down, don’t let financial opportunities slip away. Our year-end financial checklist covers everything from supercharging your retirement savings to trimming your tax bill. Here’s how to make 2025 your most strategic financial year yet: https://lnkd.in/gYz6rAQK

CalmWater Financial Group® recently had the pleasure of providing lunch and dinner for the annual Nucor Teammate Golf Scramble at Fairplay Golf Course. What a beautiful day for some golf, time with friends and great food. Thanks for letting us join in the fun!  

Last week, CalmWater Financial had the honor of delivering food and meals to our incredible first responders. Over a few days, we visited our local fire station, police station, state patrol, and LifeNet to show our appreciation for their unwavering dedication and service. A huge thank you to all the brave men and women who keep our community safe every day. Your hard work and commitment do not go unnoticed. 💙 #CommunitySupport #FirstResponders #CalmWaterCares #ThankYou

CalmWater Financial Group® is thrilled to share that our very own Jack Rother has been named to the 2024 Forbes Best-in-State Next-Generation Wealth Advisors list! 3rd in the State of Nebraska overall! Jack’s dedication to his clients goes beyond numbers. He takes time to truly understand their financial goals, values, and aspirations. The personal guidance Jack provides allows his clients navigate their financial journey with confidence. Join us in congratulating Jack on this well-deserved achievement! 2024 FORBES TOP NEXT-GEN WEALTH ADVISORS BEST IN STATE, created by SHOOK Research. Presented in Aug 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information https://lnkd.in/dk9AtWWs #FinancialAdvisor #ForbesList #WealthManagement #NextGenAdvisors

Which financial goals are you prioritizing right now? When it feels like you need to stretch your funds in too many directions, figuring out where to focus first is key. This helpful guide offers advice about which obligations should take priority, including: ·        Building an emergency fund ·        Paying off high-interest debts ·        Saving for retirement ·        Funding your child’s college education https://lnkd.in/g9zjtaAN

CalmWater is proud to announce that Forbes Magazine has listed CalmWater Financial Group® Advisor, Chuck Olsen, CFP® as one of a select group of Advisors, “Best in the State of Nebraska” for the sixth consecutive year. Chuck is humbled to be recognized among such an esteemed group of Advisors, but he emphasizes that the credit belongs to the collective effort of the advisors and assistants who contribute to the firm’s success. The spirit of teamwork here is unparalleled, and the dedication to excellence is unrivaled. We extend our heartfelt gratitude to our clients for their trust in us, and we consider it a privilege to serve them. 2024 FORBES BEST IN STATE WEALTH ADVISORS, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/e5sCVkts