business owner financial strategy
Serving Chicago and the Chicagoland area
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401k plans
ButtonDeveloping a 401k plan is no longer a benefit you can offer and not manage. Learn more about how we can help you optimize your business 401k plans.
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Group benefits
ButtonGroup health benefits can be used as a way to attract key talent for your company. Build a group insurance policy with Optimized Financial Strategies today.
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Business insurance
ButtonAre you assets insulated properly? Optimized Financial Strategies offers commercial insurance services that help you safeguard your company assets.
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We are happy to address any of your questions or concerns relating to your business or personal Financial needs. All initials conversation are complimentary
Contact Us
CONTACT US
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult a legal or tax professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Following are the states in which Gene Witt is licensed: CA, IL, & NY. Following are states in which Gene Witt is insurance licensed: CA, FL, IL, NY, (CA Insurance license #OF32710).
Gene Witt Investment Advisor Representative
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