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Optimal Wealth - Official Website

That Puts Your Finances In The. Service of Your Dreams. To Integrate All Financial Aspects of Your Life. Learn about our Second Opinion Service. Welcome to Optimal Wealth. Is a Financial Planning boutique firm. Our mission is to help families create and preserve wealth and income streams through sound financial strategies. Uses a highly consultative, tailored approach. All costs fully disclosed upfront. Fiduciary Standard of Care. Client Always Comes First. Analytical Risk Profiling Riskalyze. Deliver be...

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That Puts Your Finances In The. Service of Your Dreams. To Integrate All Financial Aspects of Your Life. Learn about our Second Opinion Service. Welcome to Optimal Wealth. Is a Financial Planning boutique firm. Our mission is to help families create and preserve wealth and income streams through sound financial strategies. Uses a highly consultative, tailored approach. All costs fully disclosed upfront. Fiduciary Standard of Care. Client Always Comes First. Analytical Risk Profiling Riskalyze. Deliver be...
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Optimal Wealth - Official Website | optimalw.com Reviews

https://optimalw.com

That Puts Your Finances In The. Service of Your Dreams. To Integrate All Financial Aspects of Your Life. Learn about our Second Opinion Service. Welcome to Optimal Wealth. Is a Financial Planning boutique firm. Our mission is to help families create and preserve wealth and income streams through sound financial strategies. Uses a highly consultative, tailored approach. All costs fully disclosed upfront. Fiduciary Standard of Care. Client Always Comes First. Analytical Risk Profiling Riskalyze. Deliver be...

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1

This Guy’s Grandkids Will Keep Boomers Independent in Retirement - Optimal Wealth

http://optimalw.com/this-guys-grandkids-will-keep-boomers-independent-in-retirement

This Guy’s Grandkids Will Keep Boomers Independent in Retirement. Click here to view new Atlas robot. Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser. Check the background of this investment professional on FINRA’s BrokerCheck. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

2

About Us - Optimal Wealth

http://optimalw.com/about-us

Ira G Sager , CFP. Ira Sager is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He is an ACCREDITED INVESTMENT FIDUCIARY, a designation awarded by the Center for. Read More. Sheine Wizel , EA, MBA. Sheine Wizel emigrated to the United States as a teenager. She graduated fro...

3

We believe that avoiding future taxes is a key investment strategy - Optimal Wealth

http://optimalw.com/we-believe-that-avoiding-future-taxes-is-a-key-investment-strategy

We believe that avoiding future taxes is a key investment strategy. See this article to see why:. A Plan in Case Robots Take the Jobs: Give Everyone a Paycheck. If you can’t access the article, it basically outlines a plan called Universal. Give us a call to learn about some great steps you can take right now to address ways we can help you reduce the tax bite that will be taken from your retirement portfolio. Check the background of this investment professional on FINRA’s BrokerCheck. Persons mentioned ...

4

Blog - Optimal Wealth

http://optimalw.com/blog

We believe that avoiding future taxes is a key investment strategy. Posted by Ira Sager. Date Posted: March 03, 2016 Posted in Uncategorized. See this article to see why: A Plan in Case Robots Take the Jobs: Give Everyone a Paycheck HTTP:/ nyti.ms/1OP6APE (PAID) If you can’t access the article, it basically outlines a plan called Universal Basic Income (UBI) which would give every citizen a monthly paycheck to ease the dislocation caused by the coming automation of many…. Read More ». Posted by Ira Sager.

5

Robotic Health Aides will arrive in the homes of aging boomers sooner than people think - Optimal Wealth

http://optimalw.com/robotic-health-aides-will-arrive-in-the-homes-of-aging-boomers-sooner-than-people-think

Robotic Health Aides will arrive in the homes of aging boomers sooner than people think. Useful Robotic Aides will arrive in the homes of aging boomers sooner than most people think. This Times article reviews some of the early efforts. The upshot is that people will potentially be able to stay independent in their homes for a longer period of their retirement years. Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA.

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Portfolio | AltaStreet Financial Web Design

http://www.altastreet.com/portfolio

Wellington Shields & Co. LLC. PZM Financial Services LTD. Colorado Financial Group Inc. AltaStreet Financial Websites focuses on website design and marketing services for financial advisors. View our financial website services. Suite 224 Toronto ,.

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Optimal Wealth - Official Website

That Puts Your Finances In The. Service of Your Dreams. To Integrate All Financial Aspects of Your Life. Learn about our Second Opinion Service. Welcome to Optimal Wealth. Is a Financial Planning boutique firm. Our mission is to help families create and preserve wealth and income streams through sound financial strategies. Uses a highly consultative, tailored approach. All costs fully disclosed upfront. Fiduciary Standard of Care. Client Always Comes First. Analytical Risk Profiling Riskalyze. Deliver be...

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