Data-Driven Financial Plan
Data-Driven Financial Plan
Beyond Financial Cliches
Optura Advisors Challenges Conventional Wisdom
Anytime you turn on the TV or do a search on the internet, you will find talking heads dispensing financial soundbites and "wisdom." Suzy Orman and Dave Ramsey like their mutual funds. They champion the traditional wisdom of paying down your mortgage so that you can turn around and invest in mutual funds for your retirement. However, what if you were to find out that paying off your mortgage is not always the right decision for all individuals? What if I were to tell you that mutual funds and the stock market isn’t the right investment for all households?
Furthermore, what if we were to show you, based on your specific numbers and situation, the tradeoffs and impacts around the decisions of paying off your mortgage or investing in mutual funds, and compare these to alternative solutions?
Beyond Financial Cliches
Optura Advisors Challenges Conventional Wisdom
Anytime you turn on the TV or do a search on the internet, you will find talking heads dispensing financial soundbites and "wisdom." Suzy Orman and Dave Ramsey like their mutual funds. They champion the traditional wisdom of paying down your mortgage so that you can turn around and invest in mutual funds for your retirement. However, what if you were to find out that paying off your mortgage is not always the right decision for all individuals? What if I were to tell you that mutual funds and the stock market isn’t the right investment for all households?
Furthermore, what if we were to show you, based on your specific numbers and situation, the tradeoffs and impacts around the decisions of paying off your mortgage or investing in mutual funds, and compare these to alternative solutions?
Chart Your Financial Future
Optura Advisors’ Fiduciary Promise and Process Sets a New Standard
Our fiduciary promise is more than a slogan or lip service. We utilize advanced analytics and fintech so that the planning process itself is a fiduciary process. Therefore, as we provide ongoing advice, we can jointly ascertain the tradeoffs and impacts of that advice on your current situation and into the future. We are non-captive, not beholden to any large financial firm, completely independent, and solution agnostic so that we can look across the horizon to identify the strategies and solutions that would fit your situation. So if your previous interactions with financial advisors feel more like a conversation with a used-car salesman, let’s talk and make it a different experience. Our approach is to be a valued consultant and partner where we show you and empower you to make the powerful choices that will enable you to chart your path. Please reach out and we can work together to build your Optimized Future BlueprintTM.
Chart Your Financial Future
Optura Advisors’ Fiduciary Promise and Process Sets a New Standard
Our fiduciary promise is more than a slogan or lip service. We utilize advanced analytics and fintech so that the planning process itself is a fiduciary process. Therefore, as we provide ongoing advice, we can jointly ascertain the tradeoffs and impacts of that advice on your current situation and into the future. We are non-captive, not beholden to any large financial firm, completely independent, and solution agnostic so that we can look across the horizon to identify the strategies and solutions that would fit your situation. So if your previous interactions with financial advisors feel more like a conversation with a used-car salesman, let’s talk and make it a different experience. Our approach is to be a valued consultant and partner where we show you and empower you to make the powerful choices that will enable you to chart your path. Please reach out and we can work together to build your Optimized Future BlueprintTM.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
© 2024 OPTURA ADVISORS
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.