Opus Financial Solutions LLC

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Opus Financial Solutions | Financial Planning Boulder Downers Grove Skip to main content menu (331) 777-5449 Lisa@OpusFinSolutions.com Home About Your Advisory Team Our Planning Philosophy Who We Serve Services Financial Planning Investment Management Tax Reduction Planning Wealth Management What to Expect Small Business Retirement Plans Blog Contact Client Access Opus: A Great Work of Art We Integrate Financial Planning, Investment Management and Taxes to Help You Create the Life You Envision. Your Life. Your Opus Learn More Contact Us We are fiduciaries. We are fee-only. We agree to always act in our clients’ best interest. I’m Looking For… Financial Planning We help clients identify their goals, and then we recommend strategies and approaches toward achieving them. financial_planning.jpg Investment Management After understanding a client's goals and priorities and recommending strategies toward achieving them, we structure custom investment portfolios to support their integrated plan. investment_management.jpg Tax Reduction Planning A key component of wealth creation and preservation is minimizing taxes. We incorporate tax efficiency into both the accumulation and distribution phases of life and then, when desired, prepare and file our clients' taxes for them. tax_reduction_planning.jpg Learn More About Our Services Your Advisory Team Lisa Louise Bayer CFA, CFP®, MBA Principal 708-703-3100 Lisa@OpusFinSolutions.com Matthew M. Kunst CFP®, CFA, CPA, MBA Wealth Manager 331-21

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