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Optimize Your Financial Decisions

Compound Your Confidence

Kevin Harrington Video

Who is Optimize Financial?

Optimize Financial Inc. ("Firm") is a Registered Investment Adviser under SEC regulations. The information provided in this video is for educational purposes only and is not intended to be investment advice. Investing involves risk, including the loss of principal, and past performance is not indicative of future results. The endorsement featured involves an individual who received direct monetary compensation for their statements. Their experiences may not be representative of all clients, nor do they guarantee future success. There are no conflicts of interest that the Firm is aware of related to these endorsements.

Why Work With OFI?

We have a simple process to help our clients grow their wealth. We create personalized strategies based on their individual situations, then we guide them with white glove service.

The OFI Process

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The Plan

We're here to guide you in creating a financial plan for your future and help set you up to accomplish your goals.

Financial Plan

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Our experienced team members will follow up with you every step of the way to help you execute the necessary actions so your plan can come to fruition.

White Glove Service

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The Execution

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The Coaching

Navigating your financial future can come with many distractions, but our team is dedicated to helping you stay the course with your decisions.

Wealth Planning
Mindset Coaching

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Have You Asked Yourself?

  • What investment opportunities should I pursue given my financial goals?

  • How can I minimize tax liabilities and optimize my financial planning?

  • How do I plan for retirement with an income that I won't outlive?

Get To Know OFI's Executive Team

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Optimize Financial is a Registered Investment Advisor (RIA) that provides a family office approach to holistic, goals-based financial planning. At OFI, we are committed to equipping clients with a simple process to grow wealth with a positive mindset.

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