The Optimus Group LLC
The Optimus Group is an independent financial services firm located in Worcester, MA, dedicated to helping individuals and families develop customized retirement strategies tailored to their unique needs and objectives. Utilizing a variety of insurance products, the firm focuses on creating effective plans that ensure a steady and reliable income stream for clients who are transitioning into retirement.
Through their structured approach, The Optimus Group guides clients through three key steps: discovering their ideal retirement vision, evaluating their current financial situation, and planning a comprehensive strategy. Additionally, they offer resources such as informational seminars and guides on tax strategies to further support clients in achieving their retirement goals.
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