The 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:

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    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.

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    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.

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    Diminished Taxes

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

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    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: or call 518.688.9006 to set up your meeting today!

Ready to Take 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.

Or give us a call at 518.688.9006