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Gold bull and bear figurines on stock market reports
Small plants growing from increasing stacks of coins
Smiling senior couple meeting with a financial advisor
Hand placing a sticky note labeled PLAN on a glass board.
IRS 1040 tax forms with a Tax Time sticky note and pen.

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

retirement-plan-with-calculator-pen-and-

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.

Learn More

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Reviews annual enrollment dates and options for Medicare participants.

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Explores how investment strategy changes once retirement begins.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much would your monthly lease payment be?

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