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Insurance Assessments

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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.

 

Opus Financial Solutions

  • Financial Planning
  • Investment Management
  • Tax Reduction Planning
  • Retirement Planning
  • College Planning
  • Premarital Planning
  • Insurance Assessments
  • Pre-Divorce Planning
  • Estate Planning
  • Business Planning

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We Serve Clients Across the United States.

Downers Grove Office:
1121 Warren Avenue, Ste. 230, Downers Grove, IL 60515
 
Boulder Office:
885 Arapahoe Avenue, Boulder, CO 80302
 
General Assistance: 
Tel: (331) 777-5449    Fax: (708) 377-2425
 
Advisors:
Lisa Bayer, CFA, CFP: Lisa@OpusFinSolutions.com 
Mobile: (708) 703-3100
 
Matthew Kunst, CFA, CFP, CPA: Matthew@OpusFinSolutions.com
Mobile: (331) 218-3737
 
Ben Jones, CFA, CFP, CPA: Ben@OpusFinSolutions.com
Mobile: (317) 701-5050

 

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