When you need sound, objective financial advice. We'll help you make the best possible decision during those pivotal moments in your life, that often impact your long term financial well being.
We take a holistic approach to managing the financial needs of our clients. We start with the basics, by developing a trusting meaningful relationship. We need to understand our clients, their needs, their challenges, their goals, and their concerns. We make it personal, and we share our own stories too, It’s a 2-way street. We want our clients to feel safe, so they can have an honest conversation with us and not feel uncomfortable.
We know that life has become increasingly complex and so has financing it. We provide comprehensive, objective financial guidance, to help you through the different chapters of your life.
We provide concierge style service and are available when you need us.
Thank you for considering Optimized Financial Strategies as your partner in navigating the intricacies of wealth and prosperity. We look forward to the opportunity to serve you with unparalleled expertise and dedication.
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
General Advertising Disclaimer This website is provided by Optimized Financial Strategies which is part of FourStar Wealth Advisors, LLC (“FourStar” or the “Firm”) for general informational purposes only. This information is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and investors should be prepared to bear potential losses. Investments should only be made after thorough review with your investment advisor, considering all factors including personal goals, needs and risk tolerance. FourStar is a SEC registered investment adviser that maintains a principal place of business in the State of Illinois. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/
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