Optim Wealth Strategies

Optim Wealth Strategies Optim Wealth Strategies was founded in February 2023 by Jeff Cleckner. Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

The Estate Plan That Looks Complete on Paper
05/07/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

What $100 Invested in 1928 Would Be Worth Today
04/09/2026

What $100 Invested in 1928 Would Be Worth Today

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.But what if the most expensive financial decision isn't a bad choice — it's no choice at all?That's what nearly a century of market data suggests. And the numbers are hard to ar...

When the Headlines Keep Changing, Your Strategy Shouldn’t
03/31/2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

It rarely starts calmly.A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.And with every new development, there’s that quiet pressure in the background:Should I be doing something right now?That feeling is common....

Investment Strategy: Where You Are Now vs. Where You're Headed
03/25/2026

Investment Strategy: Where You Are Now vs. Where You're Headed

A gap analysis can help you see if you’re still on track to pursue your financial goals.

A More Flexible Way to Think About Retirement
03/06/2026

A More Flexible Way to Think About Retirement

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents.

Tax Planning vs. Tax Preparation: They're Not the Same Thing
02/11/2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Many people think about taxes once a year — when April rolls around and it's time to file.By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed.

5 Financial Crossroads That Could Reshape Your Future
01/07/2026

5 Financial Crossroads That Could Reshape Your Future

You know how life tends to throw in a few plot twists?They don't ask if you're ready. They just show up—with potential financial consequences tagging along.A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines...

What 2025 Taught Us About Staying the Course
12/12/2025

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

Common Retirement Regrets—And Proactive Moves to Consider
12/09/2025

Common Retirement Regrets—And Proactive Moves to Consider

Many people don’t regret being retired. They regret how they got there.1“I wish I had saved earlier.”“I didn’t think long-term care would matter.”“I should’ve waited to claim Social Security.”Hindsight hits hard when it’s tied to your potential freedom and options.The good news? ...

One Economy, Two Realities: Understanding Today's Economic Divide
11/20/2025

One Economy, Two Realities: Understanding Today's Economic Divide

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.This isn't new. But recent economic data makes the divide unusually visible. Recognizing this divide can change how we think about (and react to) the...

Address

6375 W US Highway 52
New Palestine, IN
46163

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+13173400820

Website

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