https://www.optimuminvestment.com/ceo-letter daily 0.75 2018-07-18 https://www.optimuminvestment.com/customized-solutions daily 0.75 2018-06-26 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530027980574-NXSFXEGTUTMQOZE9XU32/cs+header.png Customized Solutions Customized Solutions https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528827306907-JEFJ7NZCJ1L74D9IA832/step+three.png Customized Solutions - STEP THREE:   Monthly Holdings Reports Monthly and Quarterly Characteristics Report Establish Expected Return Range Identify Key Economic Variables which Influence Performance Continually Review Alternative Strategies Set Execution Targets https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528827744017-HQOFVLFLLHKB7WHW99VF/Capture.PNG Customized Solutions - STEP TWO: Tailor Investment Strategies to Achieve Client Goals Select Investment Choices Based Upon Client Needs Identify Asset Classes which Achieve Goals Emphasis on Income and Risk Management Identify Investment Alternatives, Managers, Funds and ETF's https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528827173310-3XFYY7CAX8Z5N3H3E1JQ/image-asset.jpeg Customized Solutions - STEP ONE: Return Requirements Income Needs, Wants, Wishes, and Concerns Budget and Cash Flow Risk Tolerance https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1399399805942-UVBW89EED7NNROJ6CQSV/Picture1.png Customized Solutions https://www.optimuminvestment.com/disclosure-statement daily 0.75 2018-07-16 https://www.optimuminvestment.com/contact daily 0.75 2024-02-08 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530028168961-6AYA2SVAKMW5H98K89KA/help+header.png Contact Us Contact Optimum Investment https://www.optimuminvestment.com/our-approach-1 daily 0.75 2018-06-20 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528829900605-1FM01PES4AUADXYYA08R/Our+Approach.png Our Approach https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1398701963330-OI0KHFD3DV4I6GQLSAZZ/Picture1.png Our Approach https://www.optimuminvestment.com/investment-process-1 daily 0.75 2018-09-11 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528829723124-J4C8T751FEMCFYXQYEIM/Inv.+Process.png Investment Process https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528896964171-B3R7JFK4XE4L0VY5KIIA/help+fam.png Investment Process While we’re here to help you with your financial goals, we also find it important to learn about the values of your family as a whole. This helps personalize your experience and better plan for your future. Finances and investment planning can be a confusing process for many people, so we aim to communicate as frequently as our clients need, whether that’s in person, over the phone, or via email. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528820462614-KE4KW3PMYY7JYT6NR7XL/Collaboration.png Investment Process One of our main goals is to make sure our clients are educated. We are here to answer any questions or concerns you have through the investment planning process. We involve our clients every step of the way while making decisions and value speaking with our clients to make sure we clearly understand their goals. This helps us develop an investment plan that will meet their needs in an efficient manner. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528820721850-3D250388S2Q49EKH83L4/Portfolio+Management.png Investment Process We offer a diversified multi-assets class portfolio to each of our clients. Optimum Investment provides 100% Fee-Based Money Management with frequent contact to portfolio managers. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1528820681674-KDTUWI6RYMTZMCQAH8P5/Disciplined+Process.png Investment Process Optimum Investment has access to advanced research technologies that allow us to help our clients find the plan that will be most beneficial to each of them. We also incorporate current thoughts on the Economy and Markets to ensure our clients are getting the most up-to-date advice. In addition, we also take the time to walk clients through and manage portfolio risk and transparency. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1399399747458-0HRWK3V1JXVL6A6TKL5J/Picture1.png Investment Process https://www.optimuminvestment.com/contact-us-2 daily 0.75 2025-09-29 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/8efb3370-3e3f-4dea-9ffe-2ff21f192136/VestGen-Signature-Logo.png Contact Us https://www.optimuminvestment.com/financialresolutions-download daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1529944746406-25YKAPIC6RVI3UGKUFJO/12FinancialResolutions.JPG 12 Financial resolutions Whitepaper https://www.optimuminvestment.com/financial-planning daily 0.75 2018-07-24 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530024990678-ULBHAIR840XSPE1QC21A/consumerguidefp.jpg Financial Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531340834180-8D7EDYSAWS319FDA7PNY/fp+header.png Financial Planning Financial Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531323276894-8F7JKMB9JL3O5EO70Q2K/Financial+Planning+Process.JPG Financial Planning Dallas Financial https://www.optimuminvestment.com/consumer-guide-to-financial-planning daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530025599385-1IF5H6FDFWRB64SJFCC7/consumerguidefp.jpg Consumer Guide to Financial Planning https://www.optimuminvestment.com/retirement-calculator daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1529945992565-FTO0HOM3PWPZ456XN3NJ/retirement+planning.png Retirement Calculator Retirement Calculator https://www.optimuminvestment.com/retirement-planning daily 0.75 2018-07-19 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530027620101-7TFFRWCSS6VB9ATU1IKD/image-asset.png Retirement Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530042809970-E9JCP97XE5F3BCAJH0F5/image-asset.jpeg Retirement Planning Photo by nd3000/iStock / Getty Images https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530042781803-9EGJ0FNEL8XSWQJ7HDTB/image-asset.jpeg Retirement Planning Dallas https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530027346711-Q7HQPNTYO73OE1YN0AUO/Header+%281%29.png Retirement Planning https://www.optimuminvestment.com/business-retirement daily 0.75 2018-11-05 https://www.optimuminvestment.com/free-portfolio-analysis daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1529940513483-AIJQN05ZEBAFPAJV284M/image-asset.jpeg Free Portfolio Analysis - Free Portfolio Review Photo by utah778/iStock / Getty Images https://www.optimuminvestment.com/coffee-letter daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1534188488805-AJYZXFY22S7LB9GZMYIJ/consumerguidefp.jpg Coffee Letter https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1534188304414-MMMGRW7PV9Q0P17Z72HF/image-asset.jpeg Coffee Letter Photo by IvelinRadkov/iStock / Getty Images https://www.optimuminvestment.com/home-3 daily 0.75 2019-01-24 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530546991801-2QRIORCNV3C0N5IQV988/Retirement+planning.jpg Home Retirement Planning Our advisors work with you to ensure that you are provided with sufficient funding and resources to retire how you want to. We partner with other professionals to handle all necessary legal responsibilities to provide you and your family with a piece of mind for the entirety of your retirement. Learn More. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530547087919-WDGZYOKDPFHNMLVAP35R/Estate+Planning.jpg Home Life Planning At Optimum, we can help you prepare financially for major milestones - from beginning a new career to leaving a legacy for your grandchildren. We help you plan for every stage of life by creating a financial plan that addresses your immediate needs and future dreams. Learn More. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530045116997-54TSOY5OCRJCL8G23GNE/giphy.gif Home - Vision. Insight. Diligence. Dallas Financial Advisor https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530548395388-48JPM59ZMBESDFN2SCDA/image-asset.jpeg Home - Customized Solutions We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio. Because each client has a unique set of goals and objectives, Optimum constructs each portfolio one holding and one asset class at a time. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530546921862-QP8DU15V9XMN9SG9G7SM/financial+planning.jpg Home Financial Planning We help you develop and implement a financial plan that ensures the security of your finances, both short and long term. From examining your current situation, to setting goals and deciding how to measure your progress, our advisors are uniquely qualified to take you through the financial planning process. 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We believe in following a unique method of tailoring portfolios to meet the individual investor objectives. https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530549048759-K79ACN55F6LLRWJVS6Z4/image-asset.jpeg Home - Our Approach Photo by Rawpixel/iStock / Getty Images https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1530044893872-FBZG18G2T6KSGWGJXPWB/giphy.gif Home https://www.optimuminvestment.com/life-planning daily 0.75 2018-07-16 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421134383-KT3S73DRE991O3R3BDQ8/owning+business.png Life Planning Opening a Business https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421175217-4U0JWVZXP0MCN0E8FBB6/changing+careers.JPG Life Planning Changing Careers https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531420769091-AD9O06LOK3OY7ZBPG7VD/wedding.png Life Planning Getting Married https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531420693805-2D131XF2B308RI9MAI1R/baby.JPG Life Planning Birth of a Child https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421601997-R5KVKBF7R3IXTBTGM2RG/legacy.png Life Planning Leaving a Legacy https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421750196-UVDZFJC8VN49PIE83S9O/medical.png Life Planning Medical Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531340783842-IIS6MLWNLIIGCLMU91XY/Life+Planning.png Life Planning Estate Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421671792-GN24T69LJ1O5R71APZSK/Taxes.JPG Life Planning Taxes https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531421085805-02A5CPWIQAZP2EU712EB/Selling+business.JPG Life Planning Selling a Business https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531753368561-5RZIGDEOFKMIXVVYQLBC/College+Planning.png Life Planning College Funding https://www.optimuminvestment.com/new-directions daily 0.75 2018-07-19 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422801940-9VJZY5UHX7Y44KWI6LRW/Selling+business.JPG New Directions https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422883099-1RLN6EYSXDTEUE968FPL/changing+careers.JPG New Directions https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422748409-K6X8BWDJO4WQSWPC0RLR/owning+business.png New Directions https://www.optimuminvestment.com/estate-planning-1 daily 0.75 2018-07-19 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531423068608-ADBOQR8B41BZG4NNOFIV/medical.png Estate Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531423011548-GN2P5I03J5VED7TPGERC/Taxes.JPG Estate Planning https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422955319-5EJCGA55YSPX6M0J9HWT/legacy.png Estate Planning https://www.optimuminvestment.com/family-events daily 0.75 2018-07-19 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422489814-PKCXBYZFJ7PI9YWAA1X5/wedding.png Family Events https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531422523679-4VWQ3U40RXY1KF0QU7BD/baby.JPG Family Events https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531834430304-PTRTOMICHYQIRAYPUS6N/College+Planning.png Family Events https://www.optimuminvestment.com/our-team daily 0.75 2022-03-24 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531766349709-1P4ANIUM5BX1ZL64EKPN/mylen.png Our Team Mylen Kimura Portfolio Administrator https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531763499523-M2871MQD360OF7X7ZHNV/linkedin-icon_square_24x24.png Our Team https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531765663938-1QUH4IGYHYXV3ZIB41VS/linkedin-icon_square_24x24.png Our Team https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531764708325-KVUWHLMYQLQEETT6H284/John.jpeg Our Team John J. Zielinski CFA®, CFP® Managing Director https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531763722882-J2Q9226G2W5QB5E7AFW9/H.+Steel.jpeg Our Team H. Steel Bokhof Vice Chairman & Portfolio Manager https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531764818997-EJIVGPYVLEDA756RJS7R/linkedin-icon_square_24x24.png Our Team https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1532638385783-4AB4B02CUSBDHQ3M824Q/Official+Favicon.JPG Our Team Terry McCaffrey CEO & Chairman https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531765549757-3FLHVLDY158GEJG0OTJX/Dave+H.jpg Our Team Dave Holland CFP® Managing Director https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531765369172-9Y9JRJCHE9GJZ2PGFKA1/linkedin-icon_square_24x24.png Our Team https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1532638564512-MH0RVZGIZDBJD40F4HXR/Official+Favicon.JPG Our Team Mark W. Johnson CFA® Managing Director https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1531766466612-OGZ0DPGVKX1AMPHEFY8O/Barb.jpeg Our Team Barbara Trzebunia Portfolio Administrator https://www.optimuminvestment.com/retirement-ready-checklist daily 0.75 2019-07-11 https://www.optimuminvestment.com/retirement daily 0.75 2018-11-05 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1534191066284-8CUR6FRRCJ05D269ESKJ/image-asset.jpeg Retirement Photo by lucky336/iStock / Getty Images https://www.optimuminvestment.com/401k-options daily 0.75 2019-01-14 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1533838456458-W0BCKSSI88GXCXHAU1E6/401k2.JPG 401k Options https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1533838434366-9V69OKENJZ9AE9D9BU8Y/401k1.JPG 401k Options https://www.optimuminvestment.com/new-page daily 0.75 2018-08-22 https://www.optimuminvestment.com/relationship-changes daily 0.75 2018-09-13 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/1536857179638-8M4XNW3J1JF7NLUG3JF0/image-asset.jpeg Relationship changes https://www.optimuminvestment.com/new-page-1 daily 0.75 2018-11-05 https://www.optimuminvestment.com/new-page-2 daily 1.0 2025-09-29 https://images.squarespace-cdn.com/content/v1/533331f3e4b072f8d2d18ec2/96d2820e-76e8-4653-9231-bb6cb6de50bf/VestGen-Signature-Logo.png VestGen Redirect