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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.