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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

The Wild West of Data Theft

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Learn about cyber liability insurance in this entertaining video.

Social Media: #NewestBusinessLiabilityRisk

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Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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Key questions to answer when you are considering retirement.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

How Long Will My Savings Last If I Become Disabled?

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Investments

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

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Business Cycle

How will you weather the ups and downs of the business cycle?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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