wiseradvisor

Duane Goodell, LUTCF®
Optimum Wealth LLC

Tel: 603-357-2254
310 Marlboro Street
Keene, NH 03431

Planning For Your Financial Security

Optimum Wealth LLC | Financial Advisor in Keene ,NH

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


General Information

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


Services

I can meet clients in the following ways:   Video Conference, At my office, Via Email, Via Phone


Qualifications & Memberships

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


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Commissions, Hourly, Based on Assets, Flat Fee
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



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.

Duane Goodell

Duane Goodell

LUTCF®

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

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

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