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EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Optimum Financial on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

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Billy Garrard

Billy Garrard

Executive Vice President

(601) 981-5900

(601) 981 5939

Jack Garrard

Jack Garrard

Investment Advisor Representative

(601) 981-5900

(601) 981 5939

Dena Lundberg

Dena Lundberg

Account Assistant

(601) 981-5900

(601) 981 5939

Let's Get Started!

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