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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Is your estate in order? This short quiz may help you assess your overall strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
Understanding the economy's cycles can help put current business conditions in better perspective.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s been a lot of talk about Tax Reform. What might it look like?
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”