Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Optimist Retirement Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Optimist Retirement Group Process

Meeting 1: Discovery and Data Gathering
Where are you now and where do you want to go? We'll evaluate the data you share with us and determine if there is a fit with our practice.

Meeting 2: Evaluate and Strategize
Based on what we discovered in Meeting 1, we will share our evaluation of your situation and suggest a strategy to work together. If you like what you hear, we'll move to implement.

We can sign applications and move money remotely so there is no delay in getting started.

Quarterly Reporting
After implementation, you’ll receive reporting through our online portal.

Annual review
In Bellevue or Scottsdale, we offer full plan review, portfolio review, retirement reprojection, cash flow review and risk management review.

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning
Qualified Charitable Distributions
Gifting Strategies

We can also refer you to professionals who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 425.637.3037.