Skip to main content
Home
About Us
Meet Marc Shepherd
Meet Heather Harouff
Working With Optima Financial Services
Tell A Friend
Our Services
For Individual & Families
For Businesses
Fee-Based Planning
Resources
Articles
Calculators
Flipbooks
Newsletters
Glossary
Tax Library
Videos
Request A Quote
Annuity
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
401(k) Information Request
Account Login
AssetMark
AXA Equitable
Brighthouse
Jackson National
Lincoln National
Mass Mutual
Principal
Prudential
Contact Us
connect
Address:
11215 N Community House Road, Ste.700
Charlotte
,
NC
28277
Phone:
704-366-2336 ext. 557
Fax/Other:
888-341-4483
E-mail:
mshepherd@optima-financialservices.com
The Latte Habit
How little things can add up over time.
