FAQs

Yes, we assist with 401k rollovers. Our team of experienced advisors can help you navigate the rollover process to ensure a seamless transition. We will work with you to evaluate your options, understand the tax implications, and choose the best investment strategy for your needs and goals. Our aim is to help you maximize the benefits of your retirement savings and align your investments with your overall financial plan.

Yes, we assist with setting up both Roth IRAs and Traditional IRAs.

OPG focuses not only on holistic financial planning, setting up your legacy & estate, and tax strategies, but also on alternative investments types that most advisors do not have access or the means to offer.

Our ideal client values a holistic, long-term approach to financial planning, is open to collaboration, committed to their goals, and appreciates personalized service. They are eager to understand our strategies, value transparency and trust, and seek comprehensive advice beyond just investments.

We help young adults build a strong financial foundation through budgeting, saving, and investing strategies. We provide personalized advice to help you achieve your financial goals, manage debt, and plan for future milestones, setting you on the path to long-term financial success.

1. Business Financial Planning: We provide comprehensive financial planning to help businesses manage cash flow, optimize capital structure, and plan for future growth.

2. Retirement Plans: We assist in setting up and managing retirement plans such as 401(k)s, helping you select the best options for your employees and ensuring compliance with regulations.

3. Employee Benefits: We design and implement competitive employee benefit packages that can help attract and retain top talent.

4. Succession Planning: We help business owners develop and execute succession plans to ensure a smooth transition when it’s time to pass the business to the next generation or sell.

5. Tax Strategies: Our tax planning services help businesses minimize their tax liabilities and maximize after-tax profits.

6. Risk Management: We assess and implement strategies to mitigate financial risks, including insurance planning and contingency funding.

7. Investment Management: We provide tailored investment management services to optimize the business’s portfolio and align it with its financial goals.

Yes, we have in-house and third party options available to create your estate plan, including:

• Will
• Living Trust
• Durable Power of Attorney
• Healthcare Power of Attorney
• Living Will
• Beneficiary Designations
• HIPAA Authorization
• Letter of Intent
• Guardianship Designations

Yes, we create personalized financial plans tailored to your goals. Our comprehensive approach includes budgeting, saving, investing, and retirement planning, striving to make sure your financial future is secure and successful.

We have resources to refer out to for life insurance to match your needs. 

Navigating retirement can be daunting. We assess your finances, create a personalized retirement plan, implement strategies to optimize income, and provide ongoing support. Our goal is to ensure you retire confidently, knowing your financial future is secure.

When managing investment assets we charge a fee based on a percentage of assets under management. When your investments do better, we do better. 

Yes. We can help assist in tax preparation and returns.