Events in life are oftentimes unexpected, and we can help you determine if you are adequately protected across the board.  This includes a review of your current coverage, deductibles, and insurance needs with respect to life, health, disability, long-term care, liability, home, auto and business. As fee-only planners, to avoid any prospective conflicts of interest, we do not “sell” insurance of any kind, though we can provide you lists of references should you need them. (Note: Opus does not accept referral fees of any kind for referrals we make).

Another growing risk to our clients these days involves identity theft and credit fraud.  As such, as a component of our comprehensive financial planning offering, Opus has chosen to automatically provide Life Lock Credit Monitoring and Identity Theft Protection as a standard service for clients who select a minimum service level.


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.