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Optima Wealth Management L.L.C is a full-service financial firm, committed to helping you pursue your financial goals. We offer a wide range of financial products and services, both to individuals and business owners, so we might tailor a suitable answer to each of our clients’ individual needs, goals, and objectives. At Optima Wealth Management, we believe in building long-term relationships with our clients, and looking beyond our own interests to serve each client. Optima Wealth Management Inc is located at 5700 Granite Parkway, Plano, TX.

Bluebix Staffing Solutions, located in Plano, TX, offers the IncomeMaximizer, a comprehensive suite of calculators and forecasting tools designed to assist financial advisors in clarifying their clients' retirement income and investment options. By focusing on fiduciary responsibility and simplified reporting, the platform helps advisors build trust and enhance client relationships through accessible and impactful analysis. The IncomeMaximizer also emphasizes a data-driven approach to client discovery, integrating detailed assessments of income, assets, and taxes into a cohesive retirement plan. With tools like the RetirementMaximizer and the Solution-Selling System, the service aims to elevate advisors' effectiveness in prospecting and closing larger cases while maintaining a professional edge in a competitive market. Generated from the website