WE SERVE THREE PRIMARY CLIENT SITUATIONS
WELCOME TO OFM WEALTH
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.
OFM Wealth
10709 West 159th Street Orland Park, IL 60467