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The Optimal Financial Group LLC

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358 MCLAWS CIR STE 1 WILLIAMSBURG, VA 23185 Get Directions

(757) 566-4923

www.theoptimalfinancialgroup.com

Business Info

  • Founded 2009
  • Incorporated VA
  • Annual Revenue $1,804,378.00
  • Employee Count 9
  • Industries Investment Advice
  • Contacts Charles Dombek

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Company Summary

Optimal Financial Group combines best practices in the fields of law, accounting and financial planning to provide professionals and business owners with a service offering to meet their unique planning needs. Our goal is to provide comprehensive financial support across all major disciplines to include risk management, asset protection, entity structuring, tax mitigation, estate planning, asset allocation and wealth accumulation. We provide independent, unbiased advice and constantly strive to recommend what's best for our clients, not what is simply suitable. Our vision is to provide a single source of advice and guidance and to ultimately shorten the time it takes our clients to reach their financial goals through on-going coaching, mentoring and communication.

Optimal Financial Group brings its clients a team of professionals from the legal, accounting and financial planning fields to serve their interests. Instead of having to use several separate professional service providers, Optimal Financial Group brings all of these practices under one roof. This integrated approach brings clients an unsurpassed level of service that is coordinated, consistent and ensures maximum impact. With over 500 clients in 45 states we have a proven track record of delivering tangible financial results in the form of:
otax savings through proper use of entity structures and constant planning;
olower cost insurance strategies;
oimproved investment returns with lower risk through active portfolio management and proper asset allocation;
olower borrowing costs through competitive lending;
oestate plans that are properly funded and integrated with the overall plan which eliminate transfer taxes, and
asset protection strategies that prevent risk of loss.

We welcome you to the Optimal Financial Group and its team of skilled strategists united with the common goal of helping you achieve your financial goals!

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