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Duane Goodell, LUTCF®
Optimum Wealth LLC

Tel: 603-357-2254
310 Marlboro Street
Keene, NH 03431
Optimum Wealth LLC | Financial Advisor in Keene ,NH

Planning For Your Financial Security


About Duane Goodell

Senior Advisor Optimum Wealth LLC

Optimum Financial was started with the goal of creating the best planning for our clients so that our clients can live their lives with dignity. Mr. Goodell believes that Life is a learning experience, and continues to educate and gain experience so as to share this knowledge with others, and to be the best advisor for our clients.

Financial Services experience for over 25 years and proud to adhere to the highest professional ethics and dedicated service standards.

Business Management Degree, Franklin Pierce University Financial Management Degree from Franklin Pierce University LUTCF Designation (Life Underwriter Training Council) Independent Investment Advisor Representative Independent Insurance Broker Five Star Professional Award for Financial Advisors, 2011-2021 Americas Select Financial Advisor for New Hampshire, 2015


About Optimum Wealth LLC

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health

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General Information

Firm Start Year:   2000
No.of Employees:   2-4
Insurance License#:   3306425
States Licensed in:   NH, VT, ME, MA, RI, FL , VA, GA, NV
Number of Years with Current Firm:   5
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Retirement Planning

Services

Can meet clients in the following ways:   Video Conference, Via Email, Our Office, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Disability, Life, Long Term Care, Health

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Commissions, Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   0-1.50%
Hourly Rate:   $195
Minimum Fee Charged for Hourly Planning Accounts:   $195 hour

Education

Financial Management - Finance, Accounting  Franklin Pierce - New Hampshire
1992-1996

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Disclaimer

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Optimum Wealth, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Optimum Wealth, LLC, a Registered Investment Advisor in the State of New Hampshire. Insurance products and services are offered through Optimum Benefits. Optimum Wealth, LLC and Optimum Benefits are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New Hampshire or where otherwise legally permitted. Optimum Wealth, LLC/Optimum Benefits and Duane Goodell are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check Bank Transfer
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