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The Living Balance Sheet®

Opes One Advisors - The Living Balance Sheet

Opes is Latin for wealth, riches, abundance and resources

Our reputation is built on delivering on our promise: At Opes One Advisors, we help people grow wealth, preserve wealth, and then turn the wealth into income to distribute and enjoy over a lifetime.

Using The Living Balance Sheet® and in aligning ourselves professionally with attorneys, CPA’s and financial professionals, we offer an array of specialized strategies that are designed to address your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian