Welcome to Optimum Asset Management, Inc!  Whether you are planning a groundbreaking scientific achievement or planning your retirement, the steps are essentially the same.  You will:

      • Define your objective.
      • Assess your current assets.
      • Detemine what resources you require.
      • Identify desired outcomes.
      • Prepare for unforeseen events.

We are a wealth management firm that specializes in helping successful people simplify the process of aligning their assets with their aspirations.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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