We perform a wide variety of services for you. Many fall into the broad categories of financial planning and investing. Many others are ancillary, but still essential. Here’s an overview of all we do for you.
PERSONAL FINANCIAL PLANNING
- Cash Flow
- Budgeting
INVESTMENT PLANNING
- Investment portfolio design and management
- Asset allocation and diversification
TAX PLANNING
- Taxable vs. Non-taxable investing
- Income tax strategies
RETIREMENT ACCUMULATION PLANNING
- IRAs
- Employer-sponsored retirement plans
- Annuities
RETIREMENT INCOME PLANNING
- Qualified plan(s) distribution planning
- Social Security and Medicare benefits analysis
EDUCATION PLANNING
- 529 Plans
- Education tax credits and deductions
ESTATE PLANNING
- Will and Trusts
- Estate tax reduction, control, and distribution planning
- Gifting strategies
BUSINESS PLANNING
- Business entity election
- Business insurance and tax planning
- Business succession planning
SPECIALTY PLANNING, INCLUDING, BUT NOT LIMITED TO:
- Executive/Deferred Compensation Plan evaluations
- Family wealth mentoring
- Family Legacy creation and preservation
- Philanthropic/Charitable planning
- Special Needs planning
- Divorce planning
Opal Advisors, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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