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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Retirement Seen Through Your Eyes
What's your vision of retirement?
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?