Our Services

Opportunity Financial Improvement Group, LLC offers a variety of services to serve the unique needs of individuals, couples and families. As a fee-only advisor, we charge you by the hour or by the service provided. Those fees are given to you up-front so you know exactly what you’re receiving and how it will be implemented.

Our menu of services includes:

Financial check-up. This includes reviewing your current financial status including your assets, retirement planning, insurance coverage (life, health disability) and financial goals. This check-up allows you to see where you stand today and what it will take to reach your future goals. There is no formal financial plan given at this level of service. For example, people who may want a second opinion about where you a currently investing your money or if you need an advisor on an as-needed basis, then this is a good option.

Hourly consultations. This will include an in-depth evaluation of your current financial status along with recommendations for your financial future. Analysis of current asset allocations, tax planning, analyzing your current cash flow and where your money is going each month. This option may include a simple financial plan that is easy to follow and is measurable for results.

Basic financial planning. This option includes examining your current financial status and creating a formal plan that includes your goals for the future. This will include all items mentioned above, but will also be drafted in to a formal plan. This plan will show you how saving a little each month can produce large results in the future. Modeling of current and future financial projections is available as well as analyzing and understanding your current asset allocation.

Comprehensive financial planning. This option is a detailed and thorough analysis of your current financial picture along with a formal plan that includes discussions of estate planning, tax reduction strategies, investment strategies, Monte Carlo simulations, risk analysis and insurance review.

Educational Classes. Our firm offers a variety of information educational topics about financial issues. Some of these classes include how to understand your credit report and save thousands in interest over a lifetime and couples and their relationships with money.

Mortgage Expertise. Although our firm isn’t a mortgage broker, we have extensive experience understanding the mortgage market. We can review any mortgage document to verify if you are getting the mortgage that you intended. Please call us before you sign anything.

If you answer yes to any of the following questions, give us a call. We can help.

  • Do you need help learning how to save?
  • Do you need help determining where to invest your money?
  • Do you lack financial goals?
  • Do you argue with your spouse or significant other about money?

The existence of this website should not be construed in any direct or indirect manner as a solicitation for advisory business in any states beyond the states in which Opportunity Financial Improvement Group, LLC maintains registration or a notice filing. Investment advice is offered through Opportunity Financial Improvement Group, LLC. Information associated with this website is believed to be accurate, however, Opportunity Financial Improvement Group, LLC makes no guarantee to this fact and Opportunity Financial Improvement Group, LLC has no control over the accuracy of websites found through the links within. For questions or to report any problems, please contact us.