SERVICES AND PROGRAMS PROVIDED INCLUDE
THE DESIGN, IMPLEMENTATION AND ADMINISTRATION
OF US COMPLIANT OFFSHORE STRATEGIES



The following disclaimer explains certain regulatory restrictions
that may be applicable in certain jurisdictions.

The distribution of some material contained on this website may be prohibited in some jurisdictions. This information is not intended as an offer or solicitation of any business where prohibited by law. Optimal Financial Group and all companies and persons associated with these wealth management programs and services comply with the anti-money laundering, banking and tax and currency regulations of the United States and all countries in which it transacts business. 

U.S. citizens are required to disclose all foreign financial accounts.
 All U.S. compliant strategies require annual filings
with the Internal Revenue Service or the U.S. Treasury Department