Daniel Oleson, Social Security & Medicare Planning Planner
Daniel Oleson
Investment Advisor Representative, Stonebridge Wealth Systems, LLC
Professional Profile
Daniel has joined Stonebridge Wealth Systems, LLC as a Financial Advisor, based in the Omaha office. In this role, Daniel supports senior advisors throughout the financial planning process, contributing his skills and dedication to help clients achieve their financial goals.
Originally from northwest Iowa, Daniel now calls Omaha home. He met his wife, Nicole, in 2018 while traveling for work, and the two enjoy spending their time exploring the outdoors, traveling, and visiting family. Over the past year, Daniel and Nicole have enjoyed road trips through seven western states, visiting three national parks, and "camping" in a converted van, along with trips to Branson to see their nieces and nephews.
Having earned the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, Daniel Oleson is equipped to guide clients through complex Social Security and Medicare decisions.
Daniel is excited to be part of the Stonebridge team and looks forward to helping clients financially plan for a successful and fulfilling future.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.