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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.