Welcome to Olhoeft Financial, LLC….
We are a fee-only comprehensive wealth management firm that offers objective and personalized financial planning, income tax planning/preparation, and portfolio management services. The firm is a Registered Investment Advisor (RIA) in the State of California.
We offer a broad range of services in a variety of interrelated financial areas, such as:
- Investment planning
- Estate planning
- Income tax planning and preparation
- Retirement planning
- Plan Level Consultant - 401(k), 403 (b), and 457 plans
- Philanthropic Planning - Donor Advised Funds & Private Foundations
- Risk management and insurance planning
- Budgeting and cash flow planning
Our engagements are classified as follows:
We address a client's overall financial picture.
We undertake analyses and develop recommendations that address one or more specific planning concerns specified by a client.
Consultations: We address a limited question on a financial issue.
Asset Management: We establish goals, risk management, asset allocation, portfolio construction monitoring, review, and rebalancing.