Optimum Financial
Planning For Your Financial Security

160 Emerald Street, Suite 10
Keene, NH 03431-3619
Phone: (603) 357-1084
Toll Free: (866) 357-1084
Fax: (603) 357-2354

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Welcome to the Optimum Financial Website.

Proudly serving the localities of Keene, Peterborough, Lebanon and other regions of New Hampshire in addition to the areas of Brattleboro and Springfield, Vermont, and beyond.

From all of us at Optimum Financial we would like to thank you for your interest in our services and your visit to our website. We strive to keep our online presence updated to get our unique value and message out to you.

We are based in beautiful Central New England and have worked as an Independent planning firm for over 20 years. We are proud to be process oriented versus product oriented. While there are products within our industry that clients are familiar with, we have the freedom to look outside of the box and provide custom solutions.

Our Specialties, Expertise and Value

We work with Businesses and Individuals to help them create the environment that they are striving for: a customizable benefit package that promotes health, empowers the consumer, and creates a positive environment with the limited benefit dollars available.

In addition to the benefit planning we have a unique value of Financial Planning for Individuals and Businesses.

We educate people to learn what their money is and how to best use the money to create what we refer to as “Liquidity, Use and Control”. No matter what your economic situation, or where you are in your financial “Lifecycle”, we can educate to empower you to create the best long term results!

Financial Planning

We champion programs that support our clients at every stage of their financial life cycle. Our knowledge of individual wealth building products is unparalleled.
Click HERE to learn more!

Benefits

If the idea of a health plan that promotes health, empowers consumers, builds profitability and controls long term costs is appealing to your company, please contact us today. Click HERE to learn more!