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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
How Income Taxes Work
A quick look at how federal income taxes work.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?