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

Sustainable Investing

OFM Wealth specializes in sustainable investing —– investing with purpose to achieve performance.

Some clients, the purpose is business ethics.

For others, the purpose is climate change risk.

For others, the purpose is consumer privacy and data security.

For others, the purpose is air quality and water management.

For all clients, OFM Wealth focuses on meeting clients’ financial objectives.

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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HOURGLASS BLOG

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09/13/2019
Is a Recession Looming?
SAM OGRIZOVICH, CFP®

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OFM Wealth

10709 West 159th Street Orland Park, IL 60467