No two companies are the same, this is why we take the time to get to know you and your business culture. This allows us the opportunity to access risks and determine the most cost effective benefits package for you and your employees. We know that every business owner and employee is unique — which is exactly why your employee and group benefits program must be as well.
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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