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What We Do

For nearly 20 years I have been passionately helping the American workforce pursue their retirement goals with confidence. Whether you are an individual pre- or post-retiree, or a business in need of a corporate-sponsored plan, Optimum Retirement Solutions can help you work toward the achievement of your specific set of goals.

RETIREMENT INCOME PLANNING

You have worked hard your entire life. As you face retirement, you also face a new set of challenges that you aren’t sure how to navigate. My firm can help you work toward a post-career life of comfort and satisfaction with comprehensive income distribution strategies.

We will work together to define your goals and strategize a plan to pursue them. I will be there with you every step of the way to ensure your questions are answered, your confusion is eliminated, and your confidence is achieved.

Optimum Retirement Solutions specializes in the following retirement income planning services:

  • Social Security
  • Annuities
  • Long-Term Care Insurance
  • Roth Conversions
  • Tax Efficient Decumulations
  • IRA Rollover Services

CORPORATE RETIREMENT PLANS

As a business owner, you have a lot of moving parts to manage. Rather than stress over the complexities of your company sponsored retirement plan, allow me to use my retirement planning expertise to assist the plan sponsor with an annual plan review.

Our comprehensive corporate retirement plan services include:

  • Investment Fiduciary Responsibility
  • Plan Compliance Assistance
  • Investment Recommendation Monitoring
  • Portfolio Monitoring
  • Employee Education and Guidance

INVESTMENT MANAGEMENT

A well-rounded portfolio is a key component to any retirement plan. Individual investors can benefit from investment management services in all stages of life. Regardless of where you happen to be on your journey toward retirement, consider the advantages of working with a fee-based advisor and managed accounts.