Financial Planning

Opulen Financial Group leverages technology in our financial planning process to mitigate risk and achieve the best possible results. There’s no guesswork.

  • Customized Retirement Analysis
  • College and Education Planning
  • Spending Analysis
  • Pension Planning and Distribution Options
  • 401K Rollover/Deferral Options
  • Social Security Optimization
  • Required Minimum Distribution Planning
  • Ongoing Review Meetings