- Annual net worth, cash flow, retirement, education, investment, protection goal analysis.
- Two face to face and two phone review service meetings as well as daily availability for any questions or needs.
- Services designed to be flexible with clients schedule, meetings being held at client’s preferential location and after typical business hours where needed.
- Access to a breadth of professionals including; CPAs, Estate Attorneys, Property Casualty Agents, Intellectual Property Lawyers, Mortgage Specialists.
- Access to eMoney wealth management tool.
- Invitation to exclusive Opulen Financial Group events.