Client Content

Optimize Financial

Elections, Fed Rates, Economies...Oh My!

Optimize Financial

Financial Resiliency: Voice Memo

00;00;00;00 - 00;00;36;21 Hello, friends. Casey Whitson, you're financial advisor here, and I just wanted to check in and do a quick...

Optimize Financial

Exclusive Offer for Client Referrals Only

You can now refer someone to Optimize Financial and they will receive a complimentary, comprehensive financial plan worth $2,500. Our...

Optimize Financial

Remaining Steady During Uncertainty

Casey shares valuable insights to help you navigate the ups and downs of the economy with confidence. Discover how long-term investors...

Optimize Financial

OFI's Insight on SVB Closure

Casey addresses any potential concerns regarding the recent closure of Silicon Valley Bank.

Optimize Financial

2022 Recap Video

Please enjoy watching our most recent video and take a moment to reflect on all the positive things that happened last year. And if you...