Vision. Insight. Diligence.
Our Services
Financial Planning
Our financial professionals work with you to develop and implement a financial plan that ensures the security of your finances, both short and long term. From examining your current situation, to setting goals and deciding how to measure your progress, our advisors are uniquely qualified to take you through the financial planning process.
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Retirement Planning
Our advisors work with you to ensure that you are provided with sufficient funding and resources to retire how you want to. We partner with other professionals to handle all necessary legal responsibilities to provide you and your family with a piece of mind for the entirety of your retirement.
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Life Planning
We help create and implement an estate plan that is best for you and your family. We help you look at your investments, insurance policies, savings, and overall goals so you can create a plan designed to set your beneficiaries up for financial success in the event of your passing.
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Our Approach
We have access to advanced research technologies that allow us to help our clients find the plan that will be most beneficial to each of them. We incorporate current thoughts on the economy and markets to ensure our clients are getting the most up-to-date advice. Additionally, we take the time to walk clients through and manage portfolio risk and transparency.
Investment Process
We involve clients in our decisions and mutually develop an investment plan to manage your goals. We use our investment process to collaborate with you on a investment plan tailored to your needs and accomplish your goals. We believe in following a unique method of tailoring portfolios to meet the individual investor objectives.
Customized Solutions
We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio. Because each client has a unique set of goals and objectives, Optimum constructs each portfolio one holding and one asset class at a time.