Free Portfolio Review | Optima Financials
Free Portfolio Review — $500 Value

You Could Be Missing a
45% Bonus on Your
401k Rollover

We help retirees get more guaranteed income than they ever thought possible.

Get My Free Portfolio Review ($500 Value) →
No commitment. No pressure. Just clarity on what you qualify for.
The Problem

The market is up.
But for how long?

You shouldn’t have to spend retirement calculating when the next crash is coming.

There’s a way to stop guessing entirely.

😰
Every market dip means holding your breath
📉
One bad year can set your retirement back by years
High Low Market dropped 20% Recovery Jan Mar Apr Jun Dec
A Quick Gut Check

Three questions most people can’t answer about their own retirement.

These are questions you want answered before retirement — not after.

01
Do you know exactly how much monthly income your 401(k) will generate in retirement?
Will it be enough to maintain your lifestyle?
02
What happens if your retirement savings don’t last as long as you do?
Do you have a plan for guaranteed lifetime income?
03
Do you know the most tax-efficient way to withdraw money from your 401(k) in retirement?
Could the wrong order cost you thousands in unnecessary taxes?

If any of these gave you pause — that’s worth exploring.

Our Solution

An immediate 45% bonus the day you roll over.

Roll over your 401k or IRA and receive an immediate 45% bonus to your benefit base — plus 9.5% guaranteed compound growth for 12 years, with zero market risk to what you’ve built.

45%
Immediate Bonus
Applied to your benefit base on the day you roll over your 401k or IRA
9.5%
Guaranteed Growth
Compound growth guaranteed for 12 consecutive years regardless of market performance
$0
Market Risk
Your benefit base is fully protected. Market downturns cannot reduce what you’ve built
Free Portfolio Review

Find out exactly how much you qualify for.

Our team will analyze your current retirement picture and show you how much guaranteed income your savings could generate. Takes 30 minutes. No catch.

  • We review your current 401k or IRA
  • We show you your exact guaranteed income number
  • We calculate your rollover bonus eligibility
  • No commitment. No products pushed.
Start Here — Takes 2 Minutes

See exactly what’s available to you.

Step 1 of 3 — Your Info
Step 2 of 3 — Your Portfolio
Step 3 of 3 — Your Goals
✓
You qualify. Pick your time.
Choose a 30-minute slot and our advisor will walk you through exactly what you qualify for.
Book My Free 30-Minute Review →

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