Good financial decisions prepare you for a happy retirement.Retirement and happiness depend on more than money. You want good health. You want to be with people you love, in a place where you want to live, and doing the things that are fulfilling and meaningful to you. To achieve these goals, however, you need finances that will support these endeavors, and you need to make good financial decisions throughout your lifetime that will ensure you can support yourself and your family in your retirement years. What We Saw Was MissingWe started Opes Advisors because we saw that real estate is an important part of people’s financial lives, yet it is rarely considered in traditional wealth management and retirement plans. Opes ties it all together with our philosophy, framework and process for retirement planning like no other firm does, a process that includes reviewing all of your stock and bond investments, your primary and investment real estate, real estate financing and tax situation.
Opes Advisors offers an integrated approach and holistic system of looking at every aspect of your financial life and giving you a framework from which to make good financial decisions and effectively plan for retirement. Most firms consider your stocks and bonds, use those to calculate your net worth, and consider this as the primary component of your retirement plan. Opes is redefining the mechanisms and methods for effective retirement preparation. A Comprehensive LookOpes Advisors takes a comprehensive look and revisits it with you annually – giving you, in essence, a fiscal physical that accounts for changes in your financial situation and long-term goals.
Retirement is not simply about hitting a certain age and collecting Social Security. We consider retirement any period in your life when you stop relying on the income produced by your labor, and instead you rely on the income produced by your investments. To reach that point, you will need investments that produce income – which takes planning. |
