Our perspective

Despite the wishes all your positions will soar, there will be periods when some of your holdings will lose money. When that occurs, you need other investments to offset the decline.

Here are 5 essential things the Opheim Wealth Management Group provides for their clients

Make the right choice for yourself

Take advantage of enhanced tax and retirement benefits

Create an exit strategy for a smooth transition into a well-funded retirement

Prepare a plan to protect your business before adverse events occur

Make the most of special tax deferrals and exemptions

Safeguard your personal and business assets from creditors

Develop a plan to ensure your retirement is as successful as your business