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Rules For Retirement

NO TWO STRATEGIES ARE THE SAME

No two retirement strategies are the same. But the strategies that allow retirees to truly live their best lives have a few things in common. Here’s what they are:

No Debt

Paying off debt is critical to both your savings strategy before retirement and your income strategy after retirement. If you are not sure how to get out of debt, we will show you a simple debt elimination strategy and work with you to implement it.

Reduced Risk

If you didn't need to risk your money to get higher returns, would you still do it? What if your goal is to never worry about the stock market again? We can show you ways to greatly reduce the risk you could face in retirement.

Diminished Taxes

We work to coach you on new strategies to lower your taxes in retirement.

Fewer Worries

With fewer worries, you can spend more time focusing on what’s important: living your retirement to the fullest. Let us help you reduce your worries today!

At the Optimus Group, we work hard to ensure each retirement plan we create includes these rules. Schedule a time to meet with one of our financial experts today and discover how these simple rules will revolutionize your retirement planning!

Email: Info@TheOptimusGroupLLC.com or call 518.688.9006 to set up your meeting today!

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THE NEXT STEP?

For more information about any of the products and services listed here, schedule a meeting today
or register to attend a seminar.

Contact Us

Phone: 518.688.9006
Fax: 518.688.9010
Email Us!

Home Office

1745 Route 9
Clifton Park, NY 12065
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Worcester
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71 Elm Street
Worcester, Mass 01609
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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