Broker Check
 
LIFE IS KEEPING YOUR HARMONY COLLABORATIVE

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

Helpful Content

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

View all articles arrow

College Savings

See how much you may need to save now to cover future college costs for your child.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

View all calculators arrow

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

View all videos arrow