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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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