Basic OPM Strategy Explained
OPM Video 1
The OPM Strategy is far easier than it initially seems. Write down your questions, and schedule a time below, to get them answered.
OPM Video 2
Advanced OPM for Business Owners, real estate investors and highly compensated professionals.
The Model Q Strategy
Our governing philosophy is managing your investments to keep taxes low and maximize income,
for life, for generations.
Contact US
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
The OPM Strategy
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information and investment sales by financial advisors. We consult on many areas, your business, real estate, and asset protection, to help you understand how to achieve your dreams. We can look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you determine what you must do to retire at your desired age. We can also assist with college funds for kids and estate planning.
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