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
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.