Columbia County Library
7022 Evans Town Center Blvd
Evans, GA 30809
– Tuesday, August 1 at 6:00 p.m.
– Thursday, August 3 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Preparing for retirement has never been so challenging. Join us for an enlightening presentation at Columbia County Library. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.
Here’s what we’ll cover:
Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!
If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:
These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!
When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. Growing up and living in the CSRA has solidified my desire to call this area home.
I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the right strategies available without beholding to another’s agenda. I work together in building plans that incorporate all aspect of your financial life. Being fully licensed in for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world.
I married my wonderful wife in 2008. We currently have 3 boys. Our oldest attends EDS and our youngest just recently joined our family. My wife has been involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She still volunteers on their Board and also serves on the board of Columbia County Community Connections. I currently serve on the Diaconate where we attend at Christ Church, Presbyterian.
I look forward to meeting with you and finding out how we can help you down your financial path.
Investment advisory services offered through Motiv8 Investments, an SEC Registered Investment Advisory Firm. Motiv8 Investments and Optimal Wealth Strategies are not affiliated companies.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP®️ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment involves risk, including possible loss of principal. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov. We are not affiliated with any government agency.