Making The Right Choice
When you’re looking for a wealth manager or financial planner, you’ve got a dizzying array of choices. That’s why at Opus, we encourage you to take your time and compare your options, so you make the right choice. Your future is too important.
We intend to post explainer videos on a regular basis so check back soon!
 | Explainer Videos | |
|---|---|---|
| FINANCIAL PLANNING FOR FAMILIES | ||
| Proactive guidance on all parts of your financial life | yes | |
| Planning includes review of a 400+ item checklist to help identify blind spots | yes | |
| Planning for financial independence, goals and contingencies | yes | |
| Review, guidance and coaching on cash management and budgeting | yes | |
| Proactive guidance on tax strategies to reduce your tax liability now and in the future | yes | Video |
| Advice on investments and other assets not held with our firm | yes | |
| Detailed planning and guidance on retirement withdrawals, including Social Security strategies | yes | |
| Review of your insurance needs and assistance obtaining cost-effective coverage | yes | |
| All-in-one online portal so you feel organized and can track your progress | yes | |
| Complete family health care planning (includes Medicare options)* | yes | |
| Access to line of credit collateralized by investments | yes | |
| Outsourcing of time and stress required to do proper financial planning research | yes | |
| Comprehensive estate plan design and implementation assistance | yes | |
| Sophisticated asset protection strategy design and implementation assistance | yes | |
| Charitable giving planning and tax minimization strategies | yes | |
| Service direct from a CERTIFIED FINANCIAL PLANNER™ professional | yes | |
| Behavioral coaching for heirs of significant wealth | yes | |
| FINANCIAL PLANNING FOR BUSINESS OWNERS | ||
| Proactive, multi-year tax planning strategies to help reduce your tax liability | yes | |
| Assistance clarifying financial goals and exit strategies | yes | |
| Ownership structure advice and strategies | yes | |
| Advice on structuring operating agreements and buy/sell agreements | yes | |
| Advanced executive compensation plan strategies | yes | |
| Business liquidity strategies | yes | |
| Single owner contingency planning | yes | |
| Full and partial exit path strategies | yes | |
| Intra-family business transfer and succession plans | yes | |
| PORTFOLIO MANAGEMENT | ||
| Behavioral coaching (to help prevent emotional decisions and financial mistakes) | yes | |
| Use of disciplined valuation-based asset allocation to better manage risk | yes | Video |
| Warren Buffett-type portfolio managers that put a meaningful amount of money in their best ideas | yes | |
| Below average industry fees | yes | |
| "Eat our own cooking" investment philosophy | yes | |
| Fully diversified portfolio (including private equity, direct equity & private credit) | yes | |
| Tax-efficient placement of investments | yes | |
| Strategic tax loss harvesting | yes | |
| Proper rebalancing techniques | yes | |
| Integration of your retirement accounts (such as 401(k) accounts into investment strategy | yes | |
| Outsourcing of time required to properly manage portfolio and risk | yes | |
| Lower stress due to disciplined investment strategy | yes | |
| Service direct from an advisor holding the Chartered Financial Analyst® designation | yes | |
