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
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Estate Strategies of the Rich and Famous
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retiring Earlier Than Expected? What To Know
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Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Five strategies for managing your student debt.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Surprises
Making the most of surprises is a great reason to work with us.
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.