https://theoptimusgroupllcoffers.com/wp-content/uploads/sites/373/2020/09/TheOptimusGroupNew_recreated.00_00_00_00.Still002.png

Do you have specific questions as you approach retirement?

You’re not alone. Take the Checklist Challenge to help you get your retirement right.

checklist-challenge
arrow

Get Your Free Checklist:

3 page (instant download)

  • Hidden

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

In this Free Checklist, You'll Mark Off Vital Elements Pertaining To:

Income

Medical & Health Care

Advanced Financial Planning

Risk Management

Tax-Efficient Strategies

Take a first step toward retiring with confidence. Download the "Checklist Challenge" today.

https://theoptimusgroupllcoffers.com/wp-content/uploads/sites/373/2020/09/TheOptimusGroupNew_recreated.png

1745 Route 9
Clifton Park, New York 12065
(518) 688-9006 | phil@theoptimusgroupllc.com

This content is provided for informational purposes only. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Optimus Group, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Optimus Wealth Management Group, Inc., a Registered Investment Advisor in the States of Massachusetts and New York.

7/20- 1234937