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
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.