The Successful Gen-X'er

You have many balls in the air and want objective advice on investment, and retirement planning.

Pre-Retirement

You’re considering the possibility of retirement and need advice about sustainable future income. 

Full or Partial Retirement

You are defining a lifestyle that is right for you, making financial decisions that change to fit your life. 

Whichever stage in life, we’re here to help.

After calling us (708-403-2800) or completing the form below, a representative from OFM Wealth will reach out to you via email (or phone if no email is provided) to schedule a phone call with a team member. This call will help us determine if our services would be a good fit for you. We will discuss your financial situation, goals, and plans for the future.

If we mutually agree that there is a fit, we will schedule a complimentary in-person consultation. At this consultation, we would look at your personal situation in depth and discuss what services we offer that would best fit your needs. At OFM Wealth, we work with clients on a long-term basis and take great care in ensuring we are right for you.

Let’s talk about your financial future.
Call us at (708) 403-2800, or fill out this form and we will be in touch with you shortly.

*Includes workplace retirement plans (e.g. 401(k))