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Optima Financial Services, LLC
Investments | Insurance | Planning

401 McCullough Drive, Suite 210
Charlotte, NC 28277

Phone:

980-218-0767

Fax:

888-341-4483

E-mail:

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Welcome to Optima Financial Services, LLC

Optima Financial Services,LLC is your premier destination for comprehensive financial guidance. With our industry-leading team of financial advisors, we are committed to helping individuals, families, and businesses work towards achieving their unique financial goals and have a prosperous future.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

We'll learn more about your current financial situation.

Where do you want to be tomorrow?

Then we'll discuss ways to meet your goals.

How can you get there?

Next we put together a customized financial strategy based on your life and your needs.

Ready to get started?

You tell us how you'd like to move forward. And we'll help you kick-start your plan. 

With regular reviews, we'll monitor progress and make adjustments along the way.  Let's Talk - Contact us today 

The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Net Worth

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck