The Opus Group LLC

------------------- PRIVATE WEALTH MANAGEMENT--------------------

Welcome to The Opus Group LLC website.  We would like to thank you in advance for visiting us, and we hope that you find the various tools and content useful in your financial planning.  Please click the links at the right margin to learn more about who we are, our economic outlook and our approach to investment and retirement planning.  We are confident that after reviewing these web pages, you will get a better sense of whether we are a good fit for your advisory team.  If you have any questions, don't hesitate to contact us via the "Contact Us" link above.  We look forward to your feedback.

The Major League Baseball World Series Trophy, shown above, is a symbol of "baseball excellence" - two words that have great meaning to The Opus Group LLC, which you will see as you scan our website.  

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →