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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 with plan design assistance for 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, you may worry about running out of money. I will help you seek to establish a reliable income stream post-career, leave a legacy for your loved ones, and address other financial concerns you may have.

BUSINESSES

As an independent financial services firm, Optimum Retirement Solutions will help relieve your corporate retirement planning anxiety by sharing your investment fiduciary duty with you. Whether small or large, my firm can help your organization provide annual review of your company-sponsored plan that helps your employees pursue their retirement goals.