SKILLFULLY ORCHESTRATING YOUR FINANCIAL FUTURE
At Opus Wealth Management Group, we see life as a symphony. Just as a musical masterpiece is only realized when all instruments play in harmony, your personal wealth plan can only be developed involving the right people, advice, and expertise. Most of us divide our lives into separate areas, each with their own focus. Where an orchestra has strings, brass, woodwinds, and percussion, your life has work, family, faith, and finances. It is our passion – and our purpose – to skillfully orchestrate each of these areas and give your financial future the attention it deserves.How We Do It
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Earnings season can move markets. What is it and why is it important?
What kind of auto insurance should you have? Do you know?
Apps that help small business owners better manage and grow their business.
An increasing number have been developed to help individuals with their personal finances.
Do you have an estate strategy? You should.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What does your home really cost?
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is your plan for health care during retirement?