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.