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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 5pm Thursday 8:30am - 4:30pm Friday 8:30am - 4pm

Optim Wealth Strategies

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New Palestine, IN
Optim Wealth Strategies

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Optim Wealth Strategies was founded in February 2023 by Jeff Cleckner. Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

11/04/2026

Are You Giving on Purpose — or Just in December?

You know the season. Envelopes in the mailbox, messages in your inbox, and a cashier asking if you'd like to round up for a good cause.And somewhere between Thanksgiving and New Year's Eve, a lot of generous people make many of their charitable decisions in a hurry.In 2025, nonprofits received 37% o...

10/26/2026

Financial Impersonation Scams: What to Watch For

Many people picture a scam as something obviously off: a strange email, a robotic voice, a too-good-to-be-true offer.The more dangerous version sounds like rescue. A calm, professional voice tells you your bank account has been compromised, and they’re calling to help you fix it before it’s too ...

10/12/2026

Six Estate Planning Assumptions Worth a Second Look

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful....

09/17/2026

More Than a Number: The Four Risks That Shape Your Retirement

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a....

09/08/2026

Retirement Isn't Just About How Much You Save. It's About When.

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things.The difference often comes down to a factor many retirement checklists leave out entirely: timing.

08/27/2026

Permission to Spend in Retirement: A Skill Rarely Taught

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every bal...

08/06/2026

What to Do With Your Next Dollar: A Financial Order of Operations

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order.That's a harder question than it looks. Each of these priorities is sound on its ow...

07/17/2026

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

07/02/2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

06/05/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

Address

6375 W US Highway 52
New Palestine, IN
46163

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4pm

Telephone

+13173400820

Website

http://www.optimwealthstrategies.com/

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