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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
An Arm and a Leg
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.