Our Services

Optima provides consulting services to businesses and families that require strategic advice from professionals with years of practical experience in tax, finance and management.

Optima Financial Resources provides a full range of tax and financial planning services. We specialize in assisting the entrepreneur or executive in these and related areas. Optima provides advice that makes a difference for you. In addition to experience in tax planning, we excel in innovative strategies to reduce your taxes and improve your finances.

Our team includes CPA’s, CFP’s, attorneys and credentialed professionals to help with virtually any financial issue.