Have you ever wondered...
What my financial future looks like?
With the help of the Opheim Wealth Management Group, we provide an additional way for individuals and families to gain a more holistic view of their current and future financial situation. In doing so, we support an important aspect of wealth planning, which is developing valuable insights into how to reach short- and long-term goals.
Current Net Worth
Current Cash Flow
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The planning the Opheim Wealth Management Group provides, includes consolidated summaries showing your incomes, savings, expenses, investments, real estate and debt – your critical financial information presented in one document.
If I live to be 95, will I have sufficient funds to maintain my current and/or desired lifestyle?
Based on the information provided, we will project income, savings, taxes, expenses and the value of your assets into the future. We can plan where you should be drawing income from and when. We can tell you if you can help your family, plan that extravagant vacation, purchase a vacation property, or whatever dream you may have.
Can I retire earlier? What do I need for a rate of return? How much can I spend?
Based on the information provided, we can tell you when you can retire. We can tell you how much you need to save, what rate of return you need to get on your savings to achieve what you want, how much you can spend, the impact on market corrections and inflation. We can put together any combination of what if scenarios so you can sleep well I night knowing your are ok.
Reach out to the Opheim Wealth Management Group today for your complimentry financial plan. As Benjamin Franklin famously said:
"If you fail to plan, you plan to fail".