Call Today: 719-434-8508

Call Today: 719-434-8508

Products & services

Services A Community Can Trust

It’s a big world we live in, full of choices and confusing information. Let me break down this complex process into simple terms and provide personalized services to complement your situation through all of lifes stages.

This includes making adjustments to your plan when necessary and supporting you every step of the way. Life is busy, which is why most people can benefit from being motivated and encouraged to stay the course. Let me be your financial cheerleader and keep you on track to accomplish your goals!

Financial Strategies

- All Inclusive -

Every situation is different, so I believe crafting your own personal financial plan is key to launching you into a successful financial future. I find that most of my clients are receptive to a "baby-steps" strategy, which ensures that the entire process is not completely overwhelming! Get started with a simple approach that carries you into an organized and thoughtful position.

Retirement Plans

- Individual & Business -

Save, save, save! Retirement is one of life's biggest transitions. Whether you're an employer who wants to make a plan available for your employees, or an individual wanting to put a little more aside for this important goal, designing a strategy with the best future tax outcome is paramount. A little bit now, will go a long way when you're ready to pull the retirement trigger!

Asset Management

- Investment Accounts -

Growing some non-qualified funds for emergency situations, or to supplement retirement income, can enhance your potential for financial security! This can be accomplished in various ways through several platforms, including bank savings, a brokerage account, mutual funds, or non-qualified annuity options. Let's make a plan to put those extra pennies to work.

College Funding

- 529 Plans -

Setting your children or grandchildren up for future success is a wonderful gift. This can start with a good college education before they transition into the workplace. We can explore the opportunities available to accumulate funds ear-marked for college expenses. If a child decides to go a different route, there are other options that allow these funds to benefit them later in life as well!

Risk Analysis

- Life Insurance -

Life happens! We insure our homes, vehicles, and other personal belongings. It's devastating to lose a loved one, and the financial impact on the family can be very difficult as well. Life insurance and long-term care strategies can be put in place to assist with this risk. Providing peace of mind for families, due to an unexpected loss or illness, is an important piece of every financial plan.

Legacy Planning

- Estate Preservation -

You have worked hard to earn a living and provide for your loved ones. This dedication can often lead to additional resources that you don't expect to use in retirement. Some folks embrace the desire to pass this wealth on to their family members, friends, or charities. If you feel your estate is headed in this direction, your heirs would be well served by implementing a legacy plan, sooner rather than later!

Financial Strategies

- All Inclusive -

Every situation is different, so I believe crafting your own personal financial plan is key to launching you into a successful financial future. I find that most of my clients are receptive to a "baby-steps" strategy, which ensures that the entire process is not completely overwhelming! Get started with a simple approach that carries you into an organized and thoughtful position.

Retirement Plans

- Individual & Business -

Save, save, save! Retirement is one of life's biggest transitions. Whether you're an employer who wants to make a plan available for your employees, or an individual wanting to put a little more aside for this important goal, designing a strategy with the best future tax outcome is paramount. A little bit now, will go a long way when you're ready to pull the retirement trigger!

Asset Management

- Investment Accounts -

Growing some non-qualified funds for emergency situations, or to supplement retirement income, can enhance your potential for financial security! This can be accomplished in various ways through several platforms, including bank savings, a brokerage account, mutual funds, or non-qualified annuity options. Let's make a plan to put those extra pennies to work.

College Funding

- 529 Plans -

Setting your children or grandchildren up for future success is a wonderful gift. This can start with a good college education before they transition into the workplace. We can explore the opportunities available to accumulate funds ear-marked for college expenses. If a child decides to go a different route, there are other options that allow these funds to benefit them later in life as well!

Risk Analysis

- Life Insurance -

Life happens! We insure our homes, vehicles, and other personal belongings. It's devastating to lose a loved one, and the financial impact on the family can be very difficult as well. Life insurance and long-term care strategies can be put in place to assist with this risk. Providing peace of mind for families, due to an unexpected loss or illness, is an important piece of every financial plan.

Legacy Planning

- Estate Preservation -

You have worked hard to earn a living and provide for your loved ones. This dedication can often lead to additional resources that you don't expect to use in retirement. Some folks embrace the desire to pass this wealth on to their family members, friends, or charities. If you feel your estate is headed in this direction, your heirs would be well served by implementing a legacy plan, sooner rather than later!

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.