Welcome to Optima Asset Management
At Optima Asset Management we offer personalized strategies for financial management to individuals, families, and businesses. A comprehensive look at your overall financial situation may provide opportunities and rewards not realized by those attempting to negotiate today’s challenging financial environment on their own. Working proactively with qualified professionals, such as a CFP® or a CPA, can help provide clarity and direction for your financial decision-making.
If you are interested in a retirement advisor*, investment management*, estate planning, succession planning, or overall financial planning*, we can assist you. Please contact Diane or Dave so they can discuss your needs and how they can help.
This website is a resource we hope you will refer to often. The articles, research reports, and e-seminars are updated frequently and will help keep you up to date on current financial issues. Why not add this to your "Favorites" list now to make returning easy?
*These services are offeredby Diane T. McIntee and David G. McIntee through affiliation with Cambridge Investment Research.
Your greatest compliment is the referral of family or friends.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Building Your Legacy
A four-step framework for building a personal legacy.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
An inside look at how marginal income tax brackets work.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Ascertaining the value of your business is important for a variety of reasons.
Do your insurance needs stay the same when the nest empties?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.