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1st Opulence Financial
Company Overview
1st Opulence Financial is an independent financial services firm based in Burlington, WI with additional offices in Northbrook IL.
We provide easy to comprehend retirement and benefits information for individuals and businesses alike. Our main focus is on the trends of the economy and with that we have three main goals: 1) Protecting your Principal 2)Providing a Reasonable Rate of Return on that Principle and 3) Keeping your financial picture Simple.
Some of the areas we help clients with are Retirement Planning, Life Insurance, Health Insurance, Disability and Long Term Care to name a few.
As Chartered Federal Employee Consultants (ChFEBC), we also work with Federal Employee's to review their benefits packages (FERS, CSRS, TSP, FEGLI, etc.). We provide you with detailed financial plans that revolve around your specific and unique retirement systems and we help you to go into retirement stress less.
We provide easy to comprehend retirement and benefits information for individuals and businesses alike. Our main focus is on the trends of the economy and with that we have three main goals: 1) Protecting your Principal 2)Providing a Reasonable Rate of Return on that Principle and 3) Keeping your financial picture Simple.
Some of the areas we help clients with are Retirement Planning, Life Insurance, Health Insurance, Disability and Long Term Care to name a few.
As Chartered Federal Employee Consultants (ChFEBC), we also work with Federal Employee's to review their benefits packages (FERS, CSRS, TSP, FEGLI, etc.). We provide you with detailed financial plans that revolve around your specific and unique retirement systems and we help you to go into retirement stress less.
Company Summary
Name
1st Opulence Financial
Industry
Number of Employees
1-10
Website
Phone
(262) 342-5057 x101
Fax
(866) 537-1745