How Certain is Your [Financial Independence]?
It’s relatively easy to save money for a later date. It’s more complicated to know exactly how much and when to spend to maximize your life and legacy.
The full Defined Experience is coming soon. Become a part of the community to learn about trends & news that could affect your financial independence:
Defined Wealth Management was formerly the Opsahl Group, led by Joe Opsahl and Chris Hatfield. We’re still the same people and service you trust, with a new name and vision for how we can contribute to your success.
De[fi]ned is a modern, full-service wealth management firm.
We help you see and manage your total financial picture. We also determine a personal score that we call your FI Factor. Your FI Factor gives us certainty in your success, given all of the possible scenarios and forces that could affect your financial independence.
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Investment advisory services through Defined Wealth Management, LLC, an SEC registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211. Purshe Kaplan Sterling Investments and Defined Wealth Management, LLC are not affiliated companies. Not FDIC insured. Not bank guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency.
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