Wish you had time to plan your own financial future? We can help you make that happen.
As a successful professional, you work hard to meet the needs of your clients—as well as those of your family and yourself. The challenge is finding time to plan your future and take advantage of financial opportunities.
With so many competing priorities, possibilities and risks can easily be overlooked.
That’s why Opal created the “Uncovering Financial Blind Spots” checklist. It will help you shine a light on essential considerations. You can stay focused on your practice and your family without sacrificing the wealth creation your hard work deserves.
Our easy-to-use guide helps you gain insights such as:
- How well protected are your assets and income?
- What makes up your money mindset?
- Why should you start establishing legacy plans now?
The secret to creating great wealth is often through investments—not income. Comprehensive financial planning can help you evolve from overtaxed professional to financially free investor.
One more thing: if you’re serious about creating wealth to achieve financial freedom, it’s helpful to talk with an experienced guide.
Schedule a free consultation with one of our trusted advisors. Don’t miss this time-limited opportunity to clarify your goals and develop an actionable plan to achieve them!
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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.