We care about your future
Explore our areas of expertise - then reach out to our Certified Financial Planner to generate a holistic, collaborative plan to secure, plan, and grow your wealth.
Life is full of pivotal moments
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.
Our philosophy
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.
Start a conversation with a Certified Financial Planner
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.
Contact Us
Market insights
CONTACT
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 Optimized Capital, LLC (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 a potential risk of loss and investors should be prepared to bear losses. Investments should only be made after a thorough review with your investment advisor, considering all factors including personal goals, needs, risk tolerance and most important capacity for risk. Optimized Capital is 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.