Optify Financial is a full-service wealth management firm driven to impact our world. We do this by enhancing the lives of those we're fortunate to serve and by operating our business as good corporate citizens. Through diligent planning processes and risk mitigation strategies, we aim for our long-term investor clients to feel confident in their financial stability and trajectory. When they do, we've done our job! Giving back is part of our core. At a minimum, 2% of our corporate profits will be directed towards charities or community projects focused on environmental stewardship and on building the hearts, minds, and bodies of our youth.