Financial/Retirement Planning

At Optivest, we understand that your most valuable asset is time. We can organize most of your day-to-day operations online through the OptiWealth balance sheet aggregator as well as help you plan for retirement.

Primarily, we focus on the implementation of the OptiWealth balance sheet aggregator for financial planning and wealth sustainability. This secure online platform is monitored daily offering synchronized financial organization, cash flow analysis, etc.

In Addition to the OptWealth platform, we also provide extensive Financial and Retirement Planning Services:

financial records

  • Creation of comprehensive financial situation and statement production monitored and updated daily
  • Creation of comprehensive retirement strategies including life insurance, annuities, social security and pension benefits, long-term care, home equity, etc.
  • Tax analysis (in conjunction with your CPA)
  • Net-worth and asset (balance sheet) calculations
  • Financial plans for newlyweds, budgets, retirement funding plans, career strategies, home purchasing guidance


Some of the services listed above are offered at an additional fee.

For women in transition, our goal is to coach to build confidence, knowledge, independence and self-esteem.
Leslie Calhoun
Mark Van Mourick
Our goal is simple: to guide our clients and their heirs to a more secure and prosperous financial future.
Mark Van Mourick