• 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.