The Optimus Group LLC

The Optimus Group LLC www.TheOptimusGroupLLC.com We do financial planning, college planning, retirement planning, Social Security planning and much more!

The Optimus Group, LLC is a financial services firm like no other-because we truly listen to what our client’s hopes for the future are ... not what we think they should be. It is not your net worth that matters, but rather what we can do with what you have; to teach you how to create and maintain the financial security you deserve. You can visit our offices in Clifton Park, NY, Webster, NY, Pittsfield & Worcester, MA!

06/23/2026

Learn how some retirees evaluate the point where continued saving may no longer meaningfully improve their lifestyle or long-term plan. Explore the role of income needs, financial goals, and retirement readiness in that decision.

06/22/2026

For a one-person household, Social Security can make a big difference in how much savings it takes to retire comfortably.

06/21/2026

Learn how large pre-tax retirement accounts can create future tax challenges for some retirees. Understand the tradeoffs between tax-deferred growth, required withdrawals, and long-term retirement income planning.

06/17/2026

Explore how some families approach charitable giving, legacy planning, and supporting loved ones during their lifetime. Learn how intentional giving strategies may help align wealth with personal values and long-term goals.

06/15/2026

Learn why retirement planning is not only about saving more, but also knowing when and how to use your money with purpose. Explore the balance between financial security, lifestyle goals, and long-term fulfillment.

According to a survey from OneAmerica Financial, only 33% of Americans feel confident in their long-term care plans. Are...
06/15/2026

According to a survey from OneAmerica Financial, only 33% of Americans feel confident in their long-term care plans. Are you among the 67% looking for more certainty? Let’s connect to discuss options.

06/13/2026

Understand how long-term investing and compounding can impact retirement savings over time. Learn why consistency, time horizon, and market participation may play a major role in long-term wealth growth.

Address

1745 Route 9
Clifton Park, NY
12065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15186889006

Website

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