Optimal Financial Planning is a Registered Investment Adviser (RIA) firm dedicated to helping clients achieve their life goals through a collaborative and comprehensive financial planning process. Founded by James R. Miller, CFP®, the firm operates on a fee-only basis, ensuring that its advice is objective and free from conflicts of interest associated with commission-based sales. They act as a fiduciary, legally obligated to act in their clients' best interests, providing services that cover retirement planning, investment management, cash flow analysis, insurance, and estate planning.

Founded in

South Africa