Optima Financial- A Simplicity Company

Optima Financial- A Simplicity Company

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12/29/2022

Visit kaizenplan.com to estimate your benefits today!

optimafis.com

12/22/2022

This holiday season, Kai-Zen should be on everyone’s wish list! It combines your contributions with leverage, adding up to 3 times more money. That means on average 60-100% move coverage for when you and your family need it most.

optimafis.com

12/15/2022

"Rule Number One: Never Lose Money. Rule Number Two: Never Forget Rule Number One"
- Warren Buffet

Go to kaizenplan.com to estimate your benefits today!

optimafis.com

12/05/2022

Do you have life insurance? For many people, the answer to this question could change the rest of their lives.

optimafis.com

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Address


1101 5th Avenue Suite 350
San Rafael, CA
94901