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Planners You Can Trust

Our financial planners are committed to providing highly-skilled, full-service financial planning in the most cost efficient means.  We realize that your objective is to save money, and not waste it on hidden expenses and excessive commissions that accomplish nothing but long-term return erosion.
As the financial planning industry has shifted to a more product driven strategy, Optimum remains steadfast of purpose by continuing to focus on a service-oriented strategy.
Learn more about the services we offer to help you achieve your financial goals.

Financial Planning

Optimum Capital Management, LLC provides a variety of personal and business financial planning services to help you reach your objectives. Click to learn more about the financial planning services we provide.

Business Services

Forming, operating, selling, liquidating, transferring business interests, and disposing of the business in the event of an owner’s death, disability, or retirement, are all important issues facing business owners. Learn how we can help you plan for the success of your business.

 

Community Empowerment

Recognizing that financial literacy is critical to the viability of our communities, Optimum has demonstrated this commitment by continuously teaching the principles of sound financial planning through programs and seminars.