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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
It sounds simple, but paying yourself first can really pay off.
Understanding the economy's cycles can help put current business conditions in better perspective.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Do you have an estate strategy? You should.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn about cyber liability insurance in this entertaining video.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations?