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Who We Help

When it comes to retirement planning - there is no such thing as starting too early. Whether you are a new college graduate, a fledgling business owner, or a successful professional - comprehensive planning can take you from where you are today, to where you need to be in the future.

Optimum Retirement Solutions helps business owners secure corporate-sponsored retirement plans. I assist individuals with retirement income planning and support clients in areas of fee-based investment management and college planning.

INDIVIDUALS

Through personalized attention and custom-tailored strategies, I will work with you to define your values and outline your goals so you can enter into the next phase of your life with confidence. As you face retirement age, the last thing you should have to worry about is running out of money. I will help you establish a reliable income stream post-career, leave a legacy for your loved ones, and live a life free from financial worry and stress.

BUSINESSES

As an independent fee-based firm, Optimum Retirement Solutions will help relieve your corporate retirement planning anxiety by sharing your fiduciary duty with you. Whether small or large, my firm can help your organization fulfill compliance with a comprehensive company-sponsored plan that your employees - and your bottom line - will thank you for.