Work Optional is a fee-only financial services firm, dedicated client's values and design a unique strategy that fits their needs. Our comprehensive services include retirement planning, tax in working with retirees or near-retirees, business owners, executives, and physicians. Our team of experts are

. Business owners can benefit from our services including tax preparation for small business entities (LLC, Partnerships, S Corps, C Corps), accounting and bookkeeping services, retirement planning services, small business advising, cost

solutions with a single focus: our client’s best interests. We don’t just managewith our clients to create comprehensive, personalized plans that connect all aspects of their for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions

connection has helped me understand what Allstate’s customers need. From retirement plans to college savings accounts, I am options to address their financial concerns such as saving for a child's education or retirement. As a business owner

. I enlisted and then retired a Chief Warrant Officer from the United States Marine Corps. While on active the pivot to a full-service Allstate Agency Owner was a dream that came true. I am life insurance. Me and my staff's role is to provide options to insurance coverage that fits peoples

Our CPA firm specializes in accounting, tax, and planning for business owners. We advise on entity selection (LLC, Sole prop, S Corp, C Corp, Partnership), real estate investments, retirement planning, cryptocurrency, and equity considerations (RSUs, ISOs, etc).

protecting your company's assets, and planning for retirement are all concerns many business owners must address. Highbuilds its core services around: *Profitable Business Owners - by helping them with minimizing income of well-diversified and non-correlated investment options. The ideal candidate is someone with