Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

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Retirement Income

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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.

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.


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

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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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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