From OPUS Financial Solutions LLC
Opus provides comprehensive financial planning and investment services to families, executives and business owners. We are fiduciaries, which means we must act in the best interest of our clients. To align our interests with clients, we operate on a fee-only basis, which means we never earn a commission or referral fee to "sell" a product. This means our compensation generally is not dependent on our recommendation, allowing us to be objective and to provide solutions we believe are in our clients' best interest. Our planning services include investments, retirement, cash flow, tax, estate, college, insurance needs analysis, and other areas of financial planning. For qualified clients, we also provide tax filing services.
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