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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Beware of these traps that could upend your retirement.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Tax preparation may be the perfect time to give the household budget a check-up.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
A four-step framework for building a personal legacy.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Imagine your ideal post-pandemic retirement with this animated video.
Learn about what risk tolerance really means in this helpful and insightful video.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about cyber liability insurance in this entertaining video.