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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.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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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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John Garrard

John Garrard

President

(601) 981-5900

(601) 981-5939

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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