History
Work Optional was founded as an independent fee-only financial management firm with a strong emphasis on planning. We continue to enjoy working with our many long term clients who have realized the benefits of our services.
Specialties
Work Optional is an award-winning fee-only financial services firm offering comprehensive wealth management solutions with a high service model. We take the time to get to know you, learn about your values, and collaborate with you to help you make informed decisions. By spending time on finding out what's important to you, we are able to design a unique strategy that fits with your values. We offer comprehensive, fee-only services including retirement planning, tax strategies, trust and estate strategies and more. Our expertise includes retirees or near-retirees, business owners, executives and physicians.