Planning Services
Optimist Retirement Group will assist you with all 5 key areas of your financial plan:
CASH FLOW AND TAX PLANNING
- Spending analysis
- Social Security optimization
- Pension maximization
- Tax minimization strategies
- Coordination with your tax professional
RETIREMENT PLANNING
- Retirement goal analysis
- Retirement income planning
- 401k/403b planning
- Stock option and restricted stock planning
- Pension option selection
- Retirement plan rollover assistance
INVESTMENT MANAGEMENT
- Risk based portfolio management
- Stock, mutual fund, ETF strategies
- Corporate, government and municipal bonds
- Variable and fixed annuities
- College 529 plans
RISK MANAGEMENT
- Life insurance needs analysis
- Disability insurance needs analysis
- Long-Term care insurance analysis
ESTATE PLANNING
- Estate analysis
- Beneficiary designation assistance
- Coordination with your estate planning attorney