facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Opus Private Client Services

Our Services

  • Data Aggregation and Real-Time Reporting 

  • Life Insurance Strategies & Acquisition 

  • Disability Insurance  

  • Retirement Plan Design Administration 

  • Retirement Distribution Strategies 

  • Cash Flow Analysis 

  • College Funding

  • Estate Planning 

  • Investment Management 

  • Long-Term Care Insurance 

  • Debt Management 

  • Income Annuities 

  • Corporate Healthcare Employee Benefits 

  • Business Continuation & Exit Planning 

Contact Us