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Do you know how market direction affects your portfolio?

The Economy hums along, and the Stock Market is in the midst of a record- setting rally. What could possibly disrupt the current economic environment? At Optimum, we constantly ask ourselves this question. And more importantly: What will be the effect on clients' portfolios? 

Just as you may rely on a personal trainer for fitness tips, or your physician for health advice, our team of financial experts serve as your financial fitness coaches. We take the guesswork out of making financial decisions and ensure the security of your investments, providing you with a peace of mind. We stay up to date on the latest market trends, and take those into account as we regularly review your portfolio. 

Have you discussed your financial concerns with an advisor? If not, then let's discuss the current state of your portfolio over a cup of coffee, provided by us. Fill out your contact information below and we'll reach out to schedule a free no obligation meeting to analyze your investment portfolio.  

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Our Office

5930 LBJ Freeway
Suite 401
Dallas, TX 75240

 
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Click here to download your copy of the Complete Consumer Guide to Financial Planning