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!