Optimize Your Retirement with Expert Guidance
"My team has worked with over 1000 clients and there's not much that we haven't seen. Like a doctor we will ask important questions to find out where your financial pain is."
Featured in
About Us & What We Care About.
At Optimum Retirement Strategies, we know that planning for retirement can feel a bit daunting. That’s why we’re here to offer a friendly, personalized approach to help you explore all the possibilities ahead. Together, we’ll make sure you have the financial peace of mind you deserve!
People
We believe everyone has immense value and deserves respect and kindness. Understanding how finances impact happiness inspires us to support individuals on their financial journeys.
Communication
We believe effective communication with our clients fosters trust essential for strong business relationships. Our clients deserve frequent, timely, truthful, and relevant communication.
Service
Our top priority is to provide exceptional service that significantly enhances your quality of life during retirement, as well as the meaningful legacy you will leave for future generations.
We want to help you uncover potential risks in retirement & find confidence in your future.
Why we do What we do
Let me paint a picture of why I'm so passionate about retirement income planning. Imagine retiring in 2000 with what you thought was a comfortable nest egg. Then, the market crashes. The S&P 500 lost nearly 50% of its value. Your $1 million portfolio is suddenly worth half. Many people saw their retirement dreams shattered. They had to postpone retirement, downsize their homes, or even go back to work. Then, just as things started to recover, the 2008 financial crisis hit, and many 401(k)s became 201(k)s. It took years for the market to fully recover. This is why I focus on strategies that prioritize safety and predictable income, so you can weather market storms and enjoy your retirement with peace of mind.
Our Services
Confidence.
Security.
Peace of Mind.
Retirement should be a time of enjoyment, not anxiety. Bob Burakiewicz helps clients identify and address critical risks that could impact their financial security.
Retirement Planning
Financial decisions to secure a comfortable future after work, including saving, investing, and budgeting wisely.
Retirement Income Planning
Strategizing to ensure a steady stream of income during retirement through smart investment and financial management.
Tax Planning
Strategizing to minimize tax liabilities and optimize financial decisions within the legal framework.
Volatility Protection Strategies
Implementing measures to shield investments from market volatility and mitigate potential losses.
Maximizing Social Security
Strategically planning to maximize Social Security benefits during retirement.
Reviewing Life Insurance Coverage
Assessing and updating life insurance policies to ensure they align with current needs and goals.
Our Team
Bob Burakiewicz
Bob Burakiewicz
"I love being able to help people reduce the stress that can come with planning for retirement."
Leslie Husarenko