Opulen Financial Group leverages technology in our financial planning process to mitigate risk and achieve the best possible results. There’s no guesswork.
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal.
The bedrock of a well-thought-out financial plan is insurance. Insurance is like the foundation of a house; if there are cracks, eventually the house will fail. We work closely with insurance advisors who can help you address any gaps you have in your insurance coverage.
Tax Planning & Estate Planning
You can’t take it with you when you go, but you sure should be able to keep as much as you can in your pocket while you’re here! We’ll help you reduce your overall long-term tax burden, create tax-efficient drawdown strategies in later years, and transfer wealth seamlessly to beneficiaries.