Logo Optimum Financial

Planning For Your Financial Security

160 Emerald Street, Suite 10
Keene, NH 03431-3619
Phone: (603) 357-1084
Toll Free: (866) 357-1084
Fax: (603) 357-2354

Optimum Financial, LLC is a BBB Accredited Financial Service in Keene, NH Google+Linkedin
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2012 5 Star Award

Five Star Professionals - Five Star Award

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The Process of Planning

From all of us at Optimum Financial we would like to thank you for your interest in our services and your visit to our website. We strive to keep our online presence updated to get our unique value and message out to you.

As an Independent planning firm, we are process oriented versus product oriented. While there are products in our industry that clients are familiar with, we have the freedom to look outside of the box and provide custom solutions. We proudly put the client first!

We have over 20 years of experience of helping clients Plan so they can be where they want to be in the future. We have developed processes that are unique based on our experience, and one thing we have learned is that Hoping you get where you want to be is not Planning to be where you want to be.

We believe that following most traditional financial advice can be hazardous to your wealth!

That is a strong statement but what we do is math based planning, and math IS math. Our approach is to have a realistic solution that factors in the headwinds that traditional planning may not take into account.

“Rule Number ONE: Never lose Money
Rule Number TWO: Never Forget Rule Number One”
Warren Buffett

"It ain't what you don't know that gets you into trouble.
It's what you know for sure that just ain't so."
Mark Twain

“Insanity: doing the same thing over and over again and expecting different results.”
Albert Einstein

These are some of our favorite quotes. I list them as our belief of “planning for your Financial Security” is not just another “tagline” but to make sure you wake up the next morning without the fear of having less and preserving not just what you have but to always have the ability to see your plans through. It means maintaining your dignity in life. Our job is to find out what those plans are, and to then find a way for you to get to that goal!

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Financial Planning Employee Benefits

Health And Benefits

If the idea of a health plan that promotes health, empowers consumers, builds profitability and controls long term costs is appealing to your company, please contact us today. Click HERE to learn more!

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