Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Bob Burakiewicz
President, Optimum Retirement Strategy
Bob Burakiewicz is a financial service professional and founder of Your Optimum Retirement Strategy. He is dedicated to empowering his clients to achieve their financial freedom. Bob came into the business by chance and stayed for the love of connecting people to the ideal future. With an emphasis on retirement planning, he specializes in setting his clients up for success by providing lifetime protected income, growth opportunities, and protecting their principal.
When you are working with Bob, you’re working with someone you can trust to be honest with you and answer all of your questions. At Your Optimum Retirement Strategy, we are here to give you confidence in your financial decisions. Bob has built his practice on his clients achieving their goals of accumulation, distribution and conservation of wealth. Consider Bob your partner in personal finance who can free you of your financial concerns, so you can live a happier life. He focuses on providing greater protection, flexibility and control of their assets. Bob has worked as a consultant to Fortune 500 companies, setting up a road map to retirement for their employees.
Bob is immersed in his community (Milton, Delaware), being involved in Milton’s election committee, community foundation and several different local events. Besides giving back to his community, Bob is an avid racquetball player with a passion for health. He has been married to his wonderful wife, Shelly, for 29 years.
Additionally, we offer the option of using our virtual planning service. We understand that fitting in another appointment especially now can be difficult. We can accomplish everything we need virtually. You owe it to yourself to make your finances a priority and the goal is to make it as easy for you as we can.
Our plans for how life is supposed to be can get thrown a bit off course and we can find ourselves in uncharted waters. That doesn’t necessarily mean something bad has happened, but it means your life is moving in a new direction, possibly a direction you had not planned for. And with life changes comes new financial choices you never had to think about before. That is where Your Optimum Retirement Strategy comes in. We want to help you create and adjust your plan to propel your financial future forward.
