Financial Life Organizer: Use Your Wealth to Achieve Your Goals

You’re a successful person, but are you prepared for the unexpected? We can help you protect your loved ones.

We know you work hard to protect your loved ones. But if something were to happen to you, would they be able to locate important documents and financial information?

With our Financial Life Organizer, you can make sure they have everything, all in one convenient place.

This useful organizer helps you gather essentials such as:

  • Your important contacts, records, and accounts information
  • Your meaningful financial and legacy wishes
  • Your assets, liabilities, and business interests

At Opal, we view life organization as a launchpad to financial peace of mind. It frees you up to focus on the larger goal of financial independence.

One more thing: if you’re serious about achieving financial freedom, it’s helpful to talk to an experienced guide.

For a limited time, you can schedule a free consultation with one of our trusted advisors. Don’t miss this opportunity to clarify your goals and develop an actionable plan to achieve them!

  • Would you be interested in a free financial planning consultation from Opal Wealth Advisors?*

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Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your accounts; and, (3) a description of each comparative benchmark/index is available upon request.