Diane T. McIntee, CFP®

Welcome to Optima Asset Management, where I offer a customized, client-centered approach to financial management. Taking a systematic approach to your overall financial situation may provide opportunities and rewards not realized by individuals and businesses attempting to negotiate today’s challenging financial environment on their own.   Working proactively with a qualified CFP® can help provide clarity and direction for your financial decision-making. 

If you are interested in a retirement advisor', wealth advisor, estate planner, education planning, or an overall financial planning' consultant, I can assist you.  Please contact me so we can discuss your needs and how I can help.

Here you are provided an overview of my services and how I approach each unique financial situation.  The accompanying articles, research reports, e-seminars, and calculators will assist in educating you about the basic concepts of wealth management and provide you with fast, easy access to market performance data.  In considering the information provided, you will see the value of working with a trusted, skilled Financial Advisor' to pursue your financial goals.

Please take advantage of this resource and visit it often.  The information provided is updated frequently to keep you informed on current issues and topics of interest. 

 

 

'These services are offered by Diane McIntee through her affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

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