Optima Financial- A Simplicity Company

Optima Financial- A Simplicity Company Optima Financial & Insurance Services- A Simplicity Company is a full service brokerage agency, help

Happy New Year!
01/01/2023

Happy New Year!

Visit kaizenplan.com to estimate your benefits today!optimafis.com ...
12/29/2022

Visit kaizenplan.com to estimate your benefits today!

optimafis.com

Every someday needs a plan!optimafis.com
12/26/2022

Every someday needs a plan!

optimafis.com

Life insurance policies not only protect you and your loved ones, but also have the opportunity for tax-deferred cash ac...
12/26/2022

Life insurance policies not only protect you and your loved ones, but also have the opportunity for tax-deferred cash accumulation!

Kai-Zen allows you to add up to 3x more money, providing you the potential for up to 60-100% more, which can be used as a supplement to your retirement.

optimafis.com

We wish you all a Merry Christmas!🎄
12/25/2022

We wish you all a Merry Christmas!🎄

This holiday season, Kai-Zen should be on everyone’s wish list! It combines your contributions with leverage, adding up ...
12/22/2022

This holiday season, Kai-Zen should be on everyone’s wish list! It combines your contributions with leverage, adding up to 3 times more money. That means on average 60-100% move coverage for when you and your family need it most.

optimafis.com

You'll never miss an opportunity with Kai-Zen.optimafis.com
12/19/2022

You'll never miss an opportunity with Kai-Zen.

optimafis.com

"Rule Number One: Never Lose Money. Rule Number Two: Never Forget Rule Number One" - Warren BuffetGo to kaizenplan.com...
12/15/2022

"Rule Number One: Never Lose Money. Rule Number Two: Never Forget Rule Number One"
- Warren Buffet

Go to kaizenplan.com to estimate your benefits today!

optimafis.com

Leverage is like a crowbar or a moving dolly. Leverage allows you to harness the power of good positioning and the strat...
12/12/2022

Leverage is like a crowbar or a moving dolly. Leverage allows you to harness the power of good positioning and the strategic application of energy to move mountains.

Learn more today at Kaizenplan.com

optimafis.com

We never know what will happen in life. The Dixon family wanted to be prepared for the unexpected and purchased life ins...
12/09/2022

We never know what will happen in life. The Dixon family wanted to be prepared for the unexpected and purchased life insurance. What can you do to provide for your family if something were to happen to you?

optimafis.com

Fact vs Fictionoptimafis.com
12/07/2022

Fact vs Fiction

optimafis.com

Do you have life insurance? For many people, the answer to this question could change the rest of their lives.optimafis....
12/05/2022

Do you have life insurance? For many people, the answer to this question could change the rest of their lives.

optimafis.com

Address

1101 5th Avenue Suite 350
San Rafael, CA
94901

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