Email: Info@TheOptimusGroupLLC.com / Toll Free: (800) 517-1430
The Optimus Group, LLC The Optimus Group, LLC The Optimus Group, LLC The Optimus Group, LLC
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The Optimus Group, LLC The Optimus Group, LLC
  • Home
  • What We Offer
    • Retirement Planning
    • Social Security Planning
    • Life Insurance
    • Long-Term Care
    • Vital Tax Solutions
    • For Seniors
    • Estate Planning
    • Planning Documents
  • Coaching Events
  • Radio
  • Libraries
    • Video Library
  • Contact Us
    • About Us
      • Our Team
      • Community Events
  • Blog

“We’re only a phone call away.”

1-518-688-9006
1-800-517-1430

Initial consultations are free and available in person or over the phone.

For more information, give us a call or complete the request form and we will contact you.

Retirement Planning

Are you taking taxes into consideration when planning your retirement? If not, you might have a big surprise waiting for you.

Retirement planning is different depending upon where you are in your life.  If you are saving for retirement, your plan is to accumulate wealth to provide retirement income later.  Conventional planning strategies (saving in a government sponsored retirement plan such as a 401(k), or IRA) – have not worked as well as many people had hoped in recent years.  Market volatility has made many folks nervous about investing in the stock market and low interest rates have made many of the alternatives unattractive.

There are several alternatives to government plans. Many of these strategies are ones your investment banker, stock broker or financial advisor may not tell you about simply because they follow the same old conventional thinking or they don’t want you to know!

“It is important not to put off until tomorrow, what you need to do today. Tomorrow will come knocking sooner than you think.”

If you are thinking about beginning a retirement plan, are near retirement age, already retired, uncertain where to begin, fearful of losing what you have or how the market may dramatically effect the choices you made on your own, let us help quell all of those worries for you.

We truly listen to what our client’s hopes for the future are, not what we think they should be.

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The Optimus Group, LLC focuses on Financial COACHING, rather than traditional financial planning. What's the difference? Think of being the coach of a football or basketball team. You have an important game and you must design some specific plays to give you the best chance to win the game. You know situations and circumstances change in the course of the game, and you need to know when certain plays will be more effective.
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