Optimal Wealth Strategies

1223 George C. Wilson Dr.

Augusta, Georgia 30909

What’s in the News

Find out what is going on in the world of financial planning. We direct you to resources that will help you with your goals.

January is Financial Wellness Month

SET SMART GOALSTip no.1 is to write down your Financial SMART Goals. What are SMART goals? Smart goals are goals that are specific, measurable, actionable, realistic and time bound. Below is a definition of each of the S.M.A.R.T. goal criteria:Specific: Make sure you...

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Surviving the Post Christmas Financial Hangover

It is surprising how quickly the 25th of December can creep up on us. Even though it is the same time every year, it can be easy to succumb to the Christmas spirit and give our finances a bit of a battering. The tips I am about to share not only assist in the few days...

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Sanity Savers for Holiday Traveling

If you're traveling over the holidays this year, we've got the sanity savers you need to get to your destination without flying off the deep end.Christmas getaway Christmas town, or visiting family? You’re not alone. According to Chris Davidson of travel research...

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Investment Advisory services provided by individuals as investment advisory representatives of Motiv8 Investments, LLC, a registered investment adviser.  Motiv8 Investments does not provide insurance, tax, or estate planning services.  Such services, if provided, are provided by individuals affiliated with Motiv8 Investments in their separately licensed capacities.