Whether you are in your 20′s or your 60′s, planning for retirement is essential. Developing strategies to ensure you can live comfortably and not out-live your money is vital to your happiness.
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. At Optum Wealth Strategies, you can have peace of mind that all of these things are handled by professionals with their own niche and expertise all under one roof.
At Optimal Wealth Strategies, we first start with a well thought out, researched, and intuitive plan. This plan is designed around your personal, professional, and business goals and dreams. From there we dive into what you currently have, how it works, and how it affects you. This is a comprehensive diagnosis of where you are currently and where you are headed.
The next step is a revised set of blueprints that utilizes everything you already have. We make recommendations on what additional vehicles and tools you will need. We’ll also make recommendations on what needs to be changed with the tools you already have in place to make sure everything is coordinated and is in line with your prerogatives.
Finally, we embrace our first day on the job. We dedicate ourselves to providing the utmost in client service and experience. We accomplish this by providing complete transparency in everything we do. We take pain-staking effort to ensure you completely understand what we recommend, how we implement it, and how it fits with your goals. We make corrections along the way as needed, and we celebrate with you when we arrive to the destination you have worked so hard for.