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
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
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.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Surprises
Making the most of surprises is a great reason to work with us.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?