Lillie Financial/Optimize Wealth Management

Lillie Financial/Optimize Wealth Management Our team will work as your personal “Financial Quarterback” to help you make intelligent decisio

Lillie Financial is proud to bring over 32 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind. Our clients know they can rely on:

• A defined, consistent approach to financial planning
• A commitment to a long term relationship
• A clear and transparent map to execute your financial plan

We are happy to discuss ou

r value added offerings with you and illustrate how it compares to the various other options in the market. Insurance products available through David Lillie and Patrick Lillie.

11/28/2024

A 12-team playoff takes shape after a season of radical conference rearrangement. With a larger number of teams getting a crack at the playoff dance, which begins on Dec. 20., rivalries appear sturdy, surprise powers are emerging, and ratings are robust.

11/26/2024

ESG and impact investing are both strategies that aim to make money while doing good, but one offers more promise, writes Jory Cohen.

11/25/2024

A simple trick to saving money on holiday shopping, writes Lesley-Anne Scorgie, is keep a list of who to buy for and how much you want to spend.

11/24/2024

After your divorce is finalized, it's easy to get overwhelmed by a sea of tasks and to-do lists. One crucial item you should not overlook is updating your estate plan.

11/23/2024

Self-employed folks enjoy the benefit of being able to deduct almost any costs incurred while earning income from the business – as long as the costs are reasonable and legal. As year-end approaches, consider these ideas to save more tax for 2024 if you’re self-employed.

11/22/2024

One simple trick, says budget boss and TikTok influencer “ohhyoubudget,” is to simply put aside as little as $50 a month in a high-interest savings account for your year-end shopping spree.

11/21/2024

It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.

11/20/2024

Berkshire Hathaway is hoarding cash in a pattern seen before the financial crisis, but it has a new reason this time.

11/19/2024

Feeling off-center in your career? Discover how to identify your professional "center of gravity" and align your work with your true strengths and passions.

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