Not unlike myself, I find that the principles of financial planning were typically not learned in the home or school setting. As I have gained experience over the years, it has become even more apparent that having a plan in place is the key to long term success.
This appears to be even more important when raising children and helping aging parents. I encourage you to see the value of adding a financial professional to your team! Your consideration of Opportunity Planning to assist with your financial journey, will include a personalized approach to make sure that all of your bases are covered.
As a loving, caring, and supportive mother of four children, family is always a priority. I have sat in every seat in the financial planning office and value the importance of every position, from the receptionist to the financial representative.
A supportive husband, father, and grandfather, as well as a vital part of the OP office. John is currently in transition with a mid-life career change. If he is not out flying planes, you may see John at the office or talk to him over the phone.
As a loving, caring, and supportive mother of four children, family is always a priority. Having sat in every seat in the financial planning office and value the importance of every position, from the receptionist to the financial representative.
A supportive husband, father, and grandfather, as well as a vital part of the OP office. John is currently in transition with a mid-life career change. If he is not out flying planes, you may see John at the office or talk to him over the phone.
719-434-8508
685 Citadel Drive E.
Suite 285,
Colorado Springs, CO 80909
cristina@opuplan.com
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Opportunity Planning is an independent firm that specializes in creating strategies for individuals and businesses. This is accomplished by using a variety of investment platforms and insurance products to design a plan that meets specific needs and objectives.
Investing involves the risk of loss, including the potential to lose principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute a solicitation to sell or buy a security or an insurance product.
The purpose of this website is to provide general information on the services provided by this firm. It is not intended to be used as the sole basis for financial decisions, nor should it be implied as advice to meet the particular needs of an individual or business. This firm does not provide professional tax or legal advice, therefore we encourage individuals to seek proper guidance from qualified professionals when required for their specific situation.
Any references to death benefit protection or an income stream on this website is only in reference to a feature available with fixed insurance products. They do not refer, in any way, to investments or securities offered through this firm. The guarantees available in annuities are solely backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that can vary by insurance company. Annuities are not FDIC insured.
Securities offered through Parkland Securities, LLC. Member FINRA / SIPC. Opportunity Planning is not an affiliate of Parkland Securities, LLC.