Products and Services
Opulent Management Inc. helps you understand where you are in your financial journey and where you want to be. We work with you to create a clear financial strategy to go from where you are to where you want to be.
Insurance Protection
Life's scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance (U.S. Only)
Retirement Strategies
The reality is, we’re living longer than ever before. WFG and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice:
• Annuities
• Registered Retirement Savings Plans
• Tax-Free Savings Accounts
College Funding Plans
Whether preparing to send your first or fifth child to college/university, we can help you begin
saving now with:
• Preparing for college
Business Strategies
For the small business owner, we provide financial strategies for you, your employees and
your business, including:
• Insurance Strategies
• Retirement Strategies
• Executive Compensation
• Business Continuation Programs
Estate Preservation
We help you keep more of what you’ve earned. Working with your tax and legal professionals,
we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal
and, in the United States, estate taxes:
• Charitable Strategies & Trusts
• Life Insurance Trusts
• Wealth Replacement Trusts
• Life Insurance
• Annuities
Our Clients
