Who We Are

Optimal Financial Group combines best practices in the fields of law, accounting and financial planning to provide affluent individuals with a service offering to meet their unique tax planning needs. The financial and taxation challenges that come with wealth can be daunting, and, when combined with the invasiveness of celebrity status, those challenges are exacerbated even further. These problems are compounded by companies that overcharge for their tax planning services or do not help clients effectively reduce their taxes and thereby “leaving money on the table.”

Optimal Financial Group brings its clients a team of professionals from the legal, accounting and financial planning fields to serve their interests. Instead of a client having to use several separate professional service providers, Optimal Financial Group brings all of these practices together under one roof. This integrated approach brings clients an unsurpassed level of service that is coordinated, consistent and ensures maximum impact.

Optimal Financial Group has extensive experience helping affluent and recognizable individuals with their income tax planning, estate planning, succession planning, asset protection, risk management, personal credit repair, wealth accumulation planning, retirement planning, tax preparation, entity structuring, business strategies and tax reduction strategies.

Clients enjoy working with Optimal Financial Group. The company’s team of professionals always take the time to answer all of their clients’ questions and advise them regarding the best course of action. Maintaining clients’ confidentiality and protecting their privacy are of paramount importance and a key factor in Optimal Financial Groups’ success.

Events

Virginia Beach, Virginia - June 19-21
..................................................................................

The Westin Hotel And Conference Center

»First Session: 5pm-8pm Fri. June 19, 2009 - Charlie Dombek and Jamie Smith

»Second Session: 8am-Noon Sat. June 20, 2009 - Robert Venezia and Bob Diamond

»Third Session: 2pm-5pm Sat. June 20, 2009 - Charlie Dombek and Bill Weber

»Final Session: 8am-Noon Sun. June 21, 2009 - Bob Diamond and Panel Discussion

San Diego, California - June 26-27
..................................................................................

The San Diego Marriott

»Charlie Dombek and Jamie Smith

Powder Springs, Georgia - July 22-25
..................................................................................

Midway Presbyterian Church

»Jamie Smith