- Comprehensive financial analysis which involves a detailed goal planning session, cash management strategies, asset allocation and investment guidance, protection strategies, estate analysis and many more advanced planning solutions tailored to help clients achieve their goals in the most efficient manner.
- Two face to face and two phone review service meetings as well as daily availability for any questions or needs.
- Annual plan reviews and adjustments to incorporate life changing events into client’s financial plan.
- Services designed for convenience with meetings being held at client’s preferential location and after typical business hours or weekends where needed.
- Access to a breadth of professionals including; CPAs, Estate Attorneys, Property Casualty Agents, Intellectual Property Lawyers, Mortgage Specialists.
- Financial representation at meetings with any other professional.
- Access to eMoney wealth management tool.
- Invitations to exclusive Opulen Financial Group events.