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 client’s 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 portfolio’s short-term, quarterly performance against a basic stock index. We reject that notion. While it’s important to understand one’s 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.

Opus Financial Solutions LLC

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Opus Financial Solutions LLC

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