Financial Planning For Your Future
While our clients range across all life stages and levels of career success, we feel we can make the most impact on the lives of working professional families during their prime earning years.
Those looking to make a difference in their financial situation, are long-term oriented, and communicate well, progress significantly toward their goals.
We won't turn anyone away for a lack of money. If you like working with us and we can properly serve you, the size of your initial portfolio doesn’t matter.
Investing Your Money With Purpose
At Optify Financial, we work with you to develop a tailored strategy so that you can invest with purpose, including utilizing sustainable and socially responsible (SRI) investment strategies, if desired.* This starts with getting to know and understand your way of thinking about money, and discovering what's important to you. Our team then takes what they learn and collaborates with you in the development, design, implementation and monitoring phases of your portfolio built using time-tested principles.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss.
You Decide How We Work Together
Whether you are more of a hands-on investor or prefer to delegate the investment decisions to us, we have account options that fit your needs. Here are some examples.
1. A fee-based approach where we charge an annual percentage of the value of your portfolio, billed quarterly. We get paid more when your portfolio grows and less if it goes in the wrong direction.
2. A transactional pay-as-you-go approach where we charge a commission when you buy or sell certain investments or insurance products.
3. Maybe you're a Do-It-Yourself investor, but are lacking a custom-tailored plan. We offer financial planning services where we can charge by the hour or project.