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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.


Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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