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5/5 Average Customer Rating as of February 1, 2026
36+ years focused on retirement income | 100% fiduciary
Turn Your Retirement Savings Into a Reliable Income Income That Lasts
In one free session, you’ll get a customized income, tax & protection plan — built for people aged 55+ who want clarity, not confusion.
Fill Out the Form and Choose a Time That Works for You.
Sessions are 30 minutes, one-on-one, and 100% free. We'll answer your questions and show you what a real retirement plan looks like.
Read What Other Retirees 55+ Say About Their Experience
These are real clients of Optimal Wealth Advisors, not actors. They weren't compensated for writing a review.
5/5 
6 reviews on
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Julie Pool
a month ago
Lance has advised my family for more than 20 years and now serves as my advisor as well. He is highly knowledgeable and consistently offers guidance that supports the growth of my retirement plan based on my long-term goals. Anytime I have questions or want to explore additional options, he is always available with informed advice. Lance is trustworthy and genuinely prioritizes his clients’ best interests. I highly recommend him.
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joyce rademacher
2 years ago
Lance has been my family's financial advisor for many years. We sought him out due to his impressive credentials. Over the years, he has soundly advised us on how to protect our assets and expand our retirement income. We trust him totally to help us make decisions regarding our future finacial welfare.
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kathy noren
2 years ago
Lance has been our financial advisor for over 20 years. He's very trustworthy, has given us excellent advice, and truly has the best interest of his customers at heart. Highly recommend!
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Tim Routhier
2 years ago
I have started working with Lance this year and he has done a great job, helping me set up and execute my retirement plan. He is always available to answer questions and has provided solid advice that has helped me optimize my retirement income opportunities. He has definitely proven to work for the best interest of his clients. I highly recommend Lance to anyone who needs a knowledgeable and experienced financial advisor..
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Ty Ramsey
2 years ago
Not only are all my assets invested with Lance, but I also have my parents fully invested with him. That pretty much says it all. I highly recommend Lance!
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Pamela Lloyd
2 years ago
Optimal Wealth Advisor Is very professional and knowledgeable about the accounts that I have invested here. I highly recommend the services that are provided with this company.
As seen on
Why Thousands Trust Us Over Big Firms
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Decades of experience focused only on retirement income.
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Personalized plans that integrate income, taxes, and risk protection.
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No commissions, no product selling — advice that’s truly in your best interest.
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Simple strategies that help you feel confident about your financial future.
What You’ll Get in Your Free Session
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A real income game plan: Know how much you can safely spend in retirement.
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A personalized tax strategy: Keep more of your money — not the IRS
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A confidence checklist: See how your plan handles market swings, health surprises, and more.
You worked decades to build this — now it’s time to protect it and enjoy it.
How It Works — Simple 3-Step Process
We Build Your Plan
We walk through your goals, income sources, taxes, risk tolerance, and protection strategy.
Step 2 of 3
You Get Clarity & Confidence
You’ll walk away with a strategy — not just a pitch.
Step 3 of 3
Why Our Approach Works
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Retirement-focused planning — no distractions.
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Comprehensive strategies that coordinate income, taxes, and protection.
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Completely fiduciary — your goals first, always.
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Personalized to your life, not a one-size-fits-all template.
You Worked Hard For Your Money. Now Get the Plan That Makes It Last.
Schedule My Free Strategy Session 30 minutes. One-on-one . Zero pressure.
Get My Free Strategy SessionNo obligation. No pressure.
Just a clear look at your options with a fiduciary advisor.
Fill Out the Form and Choose a Time That Works for You.
Sessions are 30 minutes, one-on-one, and 100% free. We'll answer your questions and show you what a real retirement plan looks like.