Optimum Financial Services, LLC offers initial consultations without charge. The purpose of these first visits is to better understand your concerns and circumstances and how we may best serve you. In this process Optimum Financial Services, LLC will perform a complimentary portfolio analysis to determine your portfolio strengths and weaknesses. We will evaluate your current asset allocation and check for concentrated or redundant positions.
This process will help us determine the basic risk characteristics of your portfolio including exposure to different investment styles and geographic regions. This helps us determine how well your holdings and expenses are adding up to meet your tolerance for risk and financial goals
After getting to know you, your tolerance for risk, and your financial goals and needs we will build a model portfolio proposal geared specifically to match your tolerance for risk, while meeting your goals.