Corporate Services

One of the most forward-thinking benefits you can offer your employees is solid financial advice on how they can protect and grow their earnings. 

Optas offers small companies a flexible program that delivers practical, personal financial planning and estate planning assistance to help employees make smart goal-focused money decisions.

The financial literacy program is good for not only their future but also the future of your business, since it helps you stand out and secure great talent.

 
Financial Planning
 

Financial Planning

  • Review and organize general financial picture
  • Onboard to financial planning tracking tool
  • Identify / prioritize goals, values, objectives
  • Review cash, investment holdings, debt, insurance
  • Plan and budget cash flow
  • Develop, implement, monitor goals-based financial plan
Estate Planning
 

Estate Planning

  • Review estate plan
  • Coordinate revocable living trust formation with estate planning attorney (as appropriate)
  • Draft will, durable power of attorney, advanced health care directive
Tax Planning
 

Tax Planning

  • Refer to accountant
Investment Planning
 

Investment Planning

  • Manage assets for an additional fee
 
 

Our Planning Process

 

Interested in helping your team get organized personally?

Book a meeting to learn more