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Investment Planning

Oldfather Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind through the action items below.







Welcome to ROTHtober!

Welcome to ROTHtober!

If Shakespeare was a Financial Advisor, he may ask:

To ROTH or not ROTH, that is the question?

Unfortunately, like most financial situations the answer is “it depends”.

ROTH accounts are an Individual Retirement Account to which you contribute after-tax dollars. While there are no current-year tax benefits, your contributions and earnings can grow tax-free

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

Since it's ROTHtober, let's take a look at the features of these two different accounts. Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 27.3 million households.1

Both are IRAs. And yet, each is quite different.

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OFS2.0 is the evolution of the financial services industry. It is moving away from just providing investment advice to clients and focusing on a complete wealth management approach by focusing on the areas below: 

Investment Planning

Oldfather Financial has extensive experience in managing all types of portfolios. It starts with an assessment of how much risk the client wants, the purpose of the portfolio, and how much in stocks and bonds to invest.

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Retirement Income

We can help you build a retirement strategy that is sure to keep you excited for what’s to come including:

  • Social Security modeling
  • Withdrawal planning
  • Goals and intentions
  • Retirement accounts


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Tax Strategy 

We will review various strategies below and will work with your tax preparer to develop a multi-year plan.

  • Tax Loss Harvesting
  • ROTH Conversions
  • Realized Gain Strategies
  • Donor Advised Funds
  • 1040 What if?
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Risk Management

We will assess your insurance needs and help analyze your current policies including:

  • Long term care
  • Life Insurance
  • Disability Insurance
  • Overall Risk Management
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Estate Planning

We can help be a sounding board for you to determine what your legacy will be and how your investments should be positioned through:

  • Gifting
  • Educational Planning
  • Beneficiary Strategies
  • Trusts


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Grow Your Net Worth 

Let us help to maximize your lifestyle and finances through comprehensive financial planning of your assets and debts. Leverage our expertise to help your net worth grow.

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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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