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Why become a client?

Why become a client?


Oldfather Financial Services is a blue ribbon independent fiduciary firm delivering custom planning, investment advice and education to individuals and families.  We want to become our clients’ most essential partner by leveraging our team, expertise, values, and passion so you feel confident with your financial goals. As a fiduciary, we offer transparent fees and our proactive approach puts our clients first.

Our focus is to work with clients to help understand and express their goals: 

  • Are you on track for retirement?                                    
  • Do the up’s and down’s of the market worry you?
  • Am I doing everything right financially?
  • How can I lower my taxes?
  • When can I afford to retire?
  • When should I begin taking Social Security?

         

We then organize the two worlds of investment management and financial planning together to develop an accountable plan so our clients will achieve their goals.   Our value based approach is designed to instill confidence, comfort, and assurance.

How Do I Know If I'm a Good Fit?

  • Individuals over 45 who want help in planning their finances and deciding if they are on track for retirement.
  • Households who have over $500,000 or more in investment and retirement accounts.
  • People that want to partner with an expert on making confident financial decisions so they have more time to spend on things that matter most to them.

We have a 3 Step process to get started

<strong>Introductory Phone Call</strong>

Introductory Phone Call

Phone Call Introduction

We will start with a 15-30 minute phone call to understand your goals and priorities.  We answer any questions that you may have and discuss a timeline and expectations.  We want to make sure we will a good fit for your family.

<strong>Assess &#38; Advise</strong>

Assess & Advise

One or more meetings in our office or online

We need to get a clear understanding of your financial picture before we provide actionable items for your plan.  We will complete a financial net worth statement and review your current assets and loans.  We want you to feel confident in our plan.  There will be no charge on providing an assessment of your investment accounts.

<strong>Engage the Plan</strong>

Engage the Plan

Let’s put the financial plan into action!

We will work on a task list on all of items that we have discussed to have plan of action.  We will open accounts and begin the simple process to transfer your investment accounts (It really is.)  We will provide a transparent fee schedule and demonstrate our client interactions going forward.