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
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
To choose a plan, it’s important to ask yourself four key questions.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.