Dare to Imagine the Impossible.
AN INNOVATIVE WEALTH STRATEGY FIRM THAT HELPS CLIENTS ACHIEVE PRETIREMENT® – A STAGE OF LIFE MARKED BY FINANCIAL INDEPENDENCE, ALLOWING A VARIETY OF NON-TRADITIONAL OPTIONS ATTAINED YEARS, EVEN DECADES AHEAD OF NORMAL RETIREMENT AGE.
We Are Unique, Differentiated, and Focused.
- Successful:
- Individuals & families
- Professionals
- Business owners
- Those who are open-minded and think differently
- Those who regularly achieve what others see as impossible
- Best practices across the fields of finance, tax, and law
- Comprehensive wealth strategy across income, cash flow, taxation, investments, insurance, and estates
- Customized independent advice in the absolute best interests of our clients
- Access to off market investments with:
- Since other firms:
- Fall short of placing client interests first
- Have conflicts of interest
- Provide confusing and conflicting advice
- Our Firm is Unique
- Singularly client-focused
- Provides integrated, holistic 360° wealth advice
- Enables our clients to leapfrog their wealth and Pretire® with financial independence
Forget Retirement, Let’s Talk Pretirement®
We Bring Unique Skills Across Consulting, Tax, and Accounting
XWS Roles
- Income strategy/planning
- Cash flow strategy/planning
- Alternative investments
- Realestate strategies
Career
- 17 years in Management Consulting § 7 years as a Partner at PRTM & PwC § PwC Innovation Leader
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Education
- Ph.D. in Aerospace Engg., UT-Austin
- MBA from Cornell University
XWS Roles
- Tax strategy/planning
- Tax preparation
- Accounting/bookkeeping
- Real estate strategies
Career
- Managing Partner, Optimal Financial
- Oversees 8 professionals in accounting, taxation, and entity structuring
Education
- Masters in Accounting & Financial Management, Old Dominion Univ.
We Deliver Measurable Wealth Acceleration for Our Clients
If You Seek Extraordinary Results, Contact Us
- Ready to break away from the pack?
- Eager to leapfrog your wealth, strategically?
- Committed to financial independence?
- Open to exploring the path to Pretirement®
