Optimize Your Retirement with Expert Guidance

Bob Burakiewicz

"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."

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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.

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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.

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Our Team

Bob Burakiewicz

Owner // Advisor

Professionally

Bob Burakiezicz found his love for retirement planning in an unexpected way, and he has stayed dedicated to it ever since. He truly enjoys reducing the stress that comes with financial planning, aiming to make the process easy for his clients. With over 30 years of experience, he is focused on helping clients handle the complicated details of retirement and making sure they feel secure as they reach this important milestone. His broad knowledge and caring approach help him provide customized solutions for each person he helps.

Bob helps conservative investors who are getting close to retirement or are already retired. He understands the special challenges they face and pays close attention to their worries about risks in their investment plans, even the ones they might not realize. Bob thinks that by highlighting these risks, he can help his clients make smart choices that match their retirement goals, leading to a stable and secure financial future.

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Personally

Bob is involved in many groups that help his community and make him happy. He received the Volunteer of the Year award from Sussex County Habitat for Humanity, showing his hard work and care for those in need. He also served as a board member for the Milton Delaware Community Foundation, helping with important charity projects.

Besides this, he enjoys being the unofficial Town Crier for Milton, Delaware, where he shares news and events with residents and visitors. Bob has taken part in the popular Milton St. Patty's Day Parade for 16 years, making him a well-known and loved figure in the celebrations. He has also qualified for the Senior Olympics in racquetball five times, which shows his love for competition and sports. However, the activity that makes him happiest in his free time is fishing, where he finds peace in nature and the calm waters.

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Bob Burakiewicz

Owner // Advisor

"I love being able to help people reduce the stress that can come with planning for retirement."

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Nate Arroyo

Business Development Advisor

Nate is a specialist and expert when it comes to the area of annuity and life insurance products as they relate to safe money strategies. In the past he has worked with many of the nation's leading advisors, which gives him a level of experience and knowledge when it comes to advanced case design, training, product positioning, and service second to none when it comes to a client's financial goals. Nate truly believes that when working with an advisor and their clients, having the proper perspective of the clients' financial goals, and retirement outlook, enables him to help recommend a plan that solves many retirement solutions.

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Nate Arroyo

Business Development Advisor

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Todd Bothwell CLU®, ChFC®, CLTC®, MBA

Advanced Planning

• Over 45 years of experience inthe financial services field.

• Master’s in BusinessAdministration

• Specializes in integrating life,long-term care preservation solutions, retirement, and investment solutions forclients.

• Previous experience as a DistrictManager for a major life and securities corporation, a Division Manager for alife insurance company, and an Executive Vice-President for a New York Cityinvestment management company.

• Previous Adjunct Professor at Oglethorpe Universityteaching the Certified Financial Planner curriculum.

• Holds designations includingCertified Long-Term Care, Chartered Life Underwriter®, and Chartered FinancialConsultant® from American College.

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Todd Bothwell CLU®, ChFC®, CLTC®, MBA

Advanced Planning

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Leslie Husarenko

New Business Specialist

Leslie Husarenko has extensive experience working in the financial industry for the past 25 years assisting top producers with client services. She has tremendous experience with Life products and is a registered insurance agent. She is known for her friendliness and knowledge assisting new clients with our onboarding process, she makes it her mission to address and solve customer's questions efficiently.

Leslie is a proud mom of three and has six loving grandchildren, on weekends you will find Leslie cruising around on her boat enjoying the island life.

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Leslie Husarenko

New Business Specialist

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