RON HILLIARD, CLU, ChFC

Ron Hilliard

Ron Hilliard Managing Director

As CEO of Optimum Strategies Group in Atlanta, GA, Ron helps owners and executives of companies and not-for-profit organizations resolve challenges in recruiting and retaining business owners and executives using IRS-approved retirement strategies and non-qualified supplemental retirement plans.


Ron has more than 30 years of experience designing supplemental retirement plans, including his most recent position as Managing Director with Pen Cal Administrators. His expertise includes deferred compensation plans, split dollar plans, and executive bonus plans. Ron helps clients evaluate the best strategies to achieve their objectives using insurance, investments, and creative benefit plan designs.


In 2018, Ron engaged a partnership with Cash Balance Advisors. This is a nationwide company dedicated to helping business owners develop cash balance plans which may significantly increase their contribution limits for retirement while substantially reducing their income taxes. 


Ron holds a Bachelor Of Science in Industrial Management from Georgia Institute of Technology. He also earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.


Ron is married to Helen Carlos and has two children and four grandchildren. Ron and Helen live in Midtown Atlanta. They enjoy traveling, playing golf, working out, and spending time with family and friends. Ron and Helen are involved in various non-profit organizations as well as ministries of the Greek Orthodox Church on a local, regional, and national level.

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