We care about your future
Optimized Financial Strategies was founded in 2004 and is engaged in several areas of financial service industry including, Financial Planning, Portfolio Management, Employee Benefits, and 401K plan Consulting. We work with clients across the nation.
We love challenges
We are a boutique, white glove service oriented advisory firm with a specific niche to professional service organizations . We are independent and have no obligation to meet production quotas with large organiztions . We work with multiple custodians such as Charles Schwab, 401K platforms and insurance carriers. We are headquartered in Chicago, Illinois and serves clients around the country in a fiduciary capacity. We take a holistic approach to managing the personal finances for our individual wealth clients. We also provide free financial guidance for the employees of our corporate clients.
