WE SERVE THREE PRIMARY CLIENT SITUATIONS

WELCOME TO OFM WEALTH

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OFM Wealth has been honored to work with many clients for many years, in some cases, decades. We know we’re not the right place for everyone, but where there is a fit, we commit to placing clients’ needs first on their financial journey.

 

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CFP® Professional Oversight of Client Accounts

 

 

Our Client Experience

INITIAL MEETING
  • We Get Acquainted
  • Discussion of your Goals, Objectives, and History
  • Review of Your Financial Information
  • Identify Work to be Completed
  • Fee and Service Discussion
PLAN PRESENTATION
  • Client Meeting to Discuss Financial Strategies That Meet Your Objectives. Next, a Meeting is Set to Implement Your Financial Plan.
INTERNAL CLIENT SERVICE
  • Reviews of Your Investment Accounts, Tax Planning, Processing of Income Requests, Coordination with CPA and Attorneys, Proactive Client Contact
PLAN PREPARATION
  • OFM Wealth Team Builds Financial Strategies for Your Investment, Tax, Retirement, Estate, etc. needs
implementation meeting
  • Review of Financial Plan and Implementation of Action Items
CLIENT REVIEW MEETINGS
  • Schedule Meetings/Calls to Review Your Investment, Tax, Estate, Retirement Income, Education Issues
  • Includes Investment Perfomance, Discussion of Changes in Your Financial and/or Personal Situation, etc.
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OFM Wealth

10709 West 159th Street Orland Park, IL 60467