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“I work with you to build a plan that incorporates all aspects of your financial life”

-STEPHEN DYER CFP®
FOUNDER

The financial planning team at Optimal Wealth Strategies brings with it a multitude of experience. Each member possesses a unique competency that combines to provide a comprehensive estate and financial planning solution.

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A goal without
a plan is just a
wish.

8 ELEMENTS OF FINANCIAL CONTROL

Revenue Placer

Legacy Defense is important for protecting your money from other people. You’ve worked hard to get where you are. We live in a litigious society. This analyzes where your investments & assets might be vulnerable to lawsuits and creditors & then makes recommendations on how better to protect yourself.

What our Clients Says

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Financial Planning

In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by investment advisors.

Retirement Income

When developing a retirement plan there is much more to think about besides saving money. 401(k)’s, IRA’s,Life Insurance, Annuities and Trusts all can be combined to make sure that you have enough money to retire on and that your money is protected.

Investing Management

At Optimal Wealth Strategies, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client-focused, personalized approach using multiple investment strategies.

Legacy Planning

Throughout your life you have worked extremely hard to create a secure financial future for your family and loved ones. It is critical that you take the proper steps necessary to conserve your estate and financial security after you pass away.

Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement.