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Young Professionals


WHY

If you're a young professional eager to take control of your financial future, Secure Your Financial Independence (SYFI) is here to guide you. This program was created specifically for individuals like you who are ready to make proactive decisions but aren’t sure where to begin.

SYFI offers personalized financial planning with regular check-ins to help you stay on track. You'll have access to a network of experts for advice on estate planning, tax strategies, and more. Our goal is to help you feel confident and informed every step of the way.

Starting SYFI means partnering with someone who genuinely cares about your financial journey. With a focus on building good habits and providing dedicated support, SYFI is designed to help you achieve the future you’ve always envisioned.

Ready to take the next step in securing your financial independence? Contact us to learn more about SYFI and to see if it might be a good fit for you.

SYFI
Secure Your Financial Independence

Opus 111 Group’s SYFI Program is designed to help younger investors who have clear goals for their long-term prosperity, but do not have the traditional level of investable assets that qualify them as Opus clients right away.

Founded by Opus 111 Group’s Andrew Harvey, AIF® CPFA™, the program allows younger investors to benefit from the experience and professionalism of Opus’ wealth management process to build long-term wealth and live the life they imagine.

Education
Experienced Coverage

Additionally, program participants will receive ongoing education on topics including behavioral finance, retirement planning, and systematic investing to better understand and engage with Opus 111 Group’s wealth management and advisory process. Periodic meetings with other Subject Matter Experts will cover topics like mortgages, real estate, estate planning, and tax planning.

Interested in learning more about Opus 111 Group’s SYFI Program and are ready to Secure Your Financial Independence, let's talk.