Lisa Bayer |

An Important note from Jaco Jordaan, CFP®, CFA, CRPS®, ChFC®, CAIA, EA, Opus Financial Solutions LLC

A little over a month ago, market indices were sitting at

Lisa Bayer |
In this time of fear, uncertainty, and significant market volatility, we hope you find commentary from our newest Wealth Manager, Jaco Jordaan, CFP®, CFA, CRPS®
Lisa Bayer |

Tens of millions of retired Americans collect Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is

We have a secure online meeting platform and serve clients across the United States. To set up a complimentary call or meeting, please fill out the “Get in Touch” information below.