Licensed OPES Financial Solutions members can help clients create a financial needs analysis; then help identify possible step-by-step ideas for individuals, families, and businesses to achieve those goals.
Licensed OPES members take an educational approach to finances using our two appointment process. The goal is to educate families in a no pressure, comfortable environment. Members conduct these meetings at their offices, but most of the time, as had been the tradition in our industry; they meet in the family’s home. We have found that this allows the family to feel more at ease. Licensed OPES members are trained to never do business on the first appointment. We believe in respecting the families we serve and strive to follow the Golden Rule.
OPES Financial Solutions has created a mastermind alliance:
- A research division that has been in place for over 20 years
- Partnerships with financial providers including some of the oldest and largest financial institutions in the world.