Our Value to You
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.
Organization
We will help bring order to your financial life and your family.
Clients have IRA, ROTH, 401(k), 401(a), 529, Brokerage, Life Insurance, Mortgages, Annuities, etc….We help clients build and more importantly understand a net worth statement.
Accountability
We will help you follow through on financial commitments.
Clients all have financial goals, but sometimes you need the accountability to reach and exceed your goal. It is like a personal trainer for your finances.
Partnership
We attempt to help you achieve the best life possible but will work in concert with you, not just for you to make this possible.
Two heads are better than one, so we enjoy talking through all types of financial decisions with our clients.
Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them.
Clients go through over 20 financial transitions through their lifetime. We can forecast how the known transition will play out and prepare for the ones we do not know about.
Education
We will explore what specific knowledge will be needed to succeed in your situation.
Being informed of the financial transition, can help you make the best decision for your situation. This includes Social Security planning, RMD, beneficiary issues, and taxes issues.
Objectivity
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.
We are only compensated by you and not any other outside vendor or incentive program.