Opus Financial Solutions

Financial Services, 1121 Warren Ave, Boulder, Colorado, 80212, United States, 1-10 Employees

Who is OPUS FINANCIAL SOLUTIONS

Opus Financial Solutions LLC is a fee-only, financial consulting, tax-planning and investment management firm with locations in Downers Grove, Illinois and Boulder, Colorado--serving clie...

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Headquarters: 1121 Warren Ave, Boulder, Colorado, 80212, United States
Date Founded: 2015
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282

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Opus Financial Solutions Org Chart and Mapping

Employees

Jaco Jordaan

Wealth Manager

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Frequently Asked Questions Regarding Opus Financial Solutions

Answer: Opus Financial Solutions's headquarters are located at 1121 Warren Ave, Boulder, Colorado, 80212, United States

Answer: Opus Financial Solutions LLC is a fee-only, financial consulting, tax-planning and investment management firm with locations in Downers Grove, Illinois and Boulder, Colorado--serving clients across the United States. Opus is a Registered Investment Advisor and fiduciary, founded and owned by Lisa Bayer, CFA, CFP. Some advisors (real and robo) focus solely on a clients investment portfolio rather than the myriad interdependent components that can determine the difference between sound and less than sound financial decisions--and possibly the difference between a delightful and a financially troubled retirement. This tunnel vision is reinforced by gauging the success of an advisor solely by comparing a portfolios short-term, quarterly performance against a basic stock index. We reject that notion. While its important to understand ones relative investment performance, returns are just one component of a longer term financial life strategy which includes other core elements such as goal setting, tax minimization, downside portfolio protection, education or retirement planning, inflation hedging, liquidity requirements, a predefined level of income generation, insurance needs, employer benefit assessments, risk management, and estate planning. Each of these items can interact with and can significantly impact the others. There are very few wealth management firms that offer proactive and congruent financial and tax planning, which is essential for maximizing after tax returns, cash flows and wealth. At Opus, rather than having to work separately with a financial advisor and a tax advisor and hoping the stars align, we can handle your tax planning and preparation needs in a proactive, forward-looking, strategic manner. Investment Advisory Services offered through Opus Financial Solutions LLC, a Registered Investment Adviser. Opus is not affiliated with LinkedIn and not responsible for third-party posts. Our posts are not recommendations or advice.