What we do
Optimal Investment Performance is a financial planning firm dedicated to helping Utah educators and everyday earners feel confident about their money. We focus on affordable, practical financial planning, with particular expertise in Utah-specific tax nuances for teachers, retirement planning, and making smart, evidence-based investment decisions.
One-time Fee
Financial Planning packages starting from $1000
Niche Expertise
Although Brian specializes in serving Utah Educators, he has a comprehensive knowledge in investing, financial planning, and tax.
Unlimited Email
Contact Brian anytime with questions via email.
Areas of Focus
Avoiding Unnecessary Fees
Fees that investors pay should enhance rather than detract from overall returns. We help clients eliminate fees that hurt their overall investment performance.
Tax Efficiency
Net investment returns, after all fees and taxes, are what matter. We help our clients invest tax-efficiently so they can keep more of what they’ve earned.
Investment Selection
We help clients choose investments that are appropriate for their risk tolerance and time horizon.
Implementing A Sustainable Process
A good investment process should be sustainable in two ways: 1) it should be simple enough that it can be maintained over a long period
of time, and 2) it must allow the investor to successfully navigate the inevitable ups and downs without being knocked off course. We help clients use modern technology to simplify and automate their process. We also help clients prepare to weather unforeseen challenges with appropriate risk management tools.