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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.

COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

RETIREMENT PLANNING

You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.

Helping You Plan For Your Financial Dreams

A financial advisor and fiduciary plays a very personal role in people's lives. It's not surprising, then, that it can be overwhelming to find an advisor and wealth management firm you trust and want to work with for the long-term.

At Jurick Financial Services, we want to make it easy for you to get to know us and understand how we can help you and your family. We are a Registered Investment Advisory firm and an independent wealth management and retirement planning firm. Led by Darren Jurick, owner and fiduciary, our mission is to help people feel more confident with their financial future and guide them toward their greatest retirement dreams.

MEET OUR TEAM

While we serve a broad range of clients, we specialize in helping hard-working families who are planning for their retirement. They want to make sure they have enough money to retire comfortably and are looking for a trusted partner to help them make appropriate financial decisions.

Focusing on building long-term relationships based on honesty, open communication, and mutual respect, we work closely with our clients to plan for their dreams and inspire them to reach their goals. With passion and experience, we dedicate ourselves to making a difference in people's lives by assisting them in overcoming challenges they face on the road toward financial dignity.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explains how future tax rules may impact deductibility of charitable donations.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains that landlord policies don't cover tenants' personal property.

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This calculator can help you determine how soon you can pay off your mortgage.

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How Long Will Your Funds Last?

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