August 29, 2024
Expert Guidance, Opulent Success
Retirement Stability through Defined Benefit Plans
Secure your future with a guaranteed income stream tailored to your goals.
Tailored Solutions for Every Goal
Empower Your Dreams with Business Rollovers
Turn your retirement funds into capital for your entrepreneurial journey. Build your dream business with confidence.
Your Financial Future, Simplified
Health Savings Done Right
Strategic rollovers for healthcare savings. Financial wellness meets medical peace of mind.
- SINCE 2012
Welcome to Opulent Capital Plans
Rolling Wealth Forwardfor an Opulent Future
At Opulent Capital Plans, we don’t just manage wealth; we redefine what’s possible. Our expert strategies help you roll your funds into ventures that align with your goals, empowering you to create a financial legacy. Whether it’s transitioning your retirement savings or funding your business, we ensure your wealth grows in ways that truly matter.
+
Year Of Service
K+
Happy Clients
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Global Partners
Our Focus
What SetsUs Apart
Our focus lies in transforming how you think about and manage your finances. We achieve this by:
Tailored Financial Solutions
We create strategies that cater to your unique needs, whether you’re an individual planning for retirement or a business owner seeking growth opportunities.
Innovative Wealth Rollovers
We specialize in utilizing rollovers to unlock potential, from 401(k) plans to business startups.
Client-Centric Approach
At the heart of everything we do is our dedication to helping you succeed.
Transparency and Trust
We ensure every step of the process is clear, ethical, and built on trust.
Our Mission
Our Mission: DrivingWealth Forward
Our mission is to redefine wealth management by offering innovative financial strategies that unlock the full potential of your assets. We aim to help our clients navigate complex financial landscapes with ease and confidence, ensuring their resources are leveraged for maximum growth and impact.
Our Vision
Empowering Your FinancialJourney
At Opulent Capital Plans, our vision is to become the trusted leader in strategic wealth management. We strive to empower individuals and businesses with tools and expertise that foster financial independence and prosperity. Our goal is to make wealth planning seamless, accessible, and impactful for everyone.
Our Services
DiscoverOur Premier Services
At Opulent Capital Plans, we offer a range of innovative financial solutions designed to help you achieve your goals. Our expertise in rollovers and wealth management ensures your resources are strategically utilized for maximum impact. Explore our core services:
401(k) Rollovers
Transition your retirement savings seamlessly into high-yield investments. We help you secure your financial future with ease, ensuring your retirement funds grow exponentially.
Defined Benefit Plans
Enjoy the peace of mind that comes with guaranteed income during retirement. We tailor plans to meet your unique needs, providing long-term stability.
Health Savings Accounts (HSAs)
Optimize your healthcare savings with strategic rollovers. We help you plan for medical expenses while enhancing your financial wellness.
Business Startups
Leverage your funds to turn your entrepreneurial vision into reality. Our experts guide you through rolling over resources to launch and expand your business confidently.
Profit-Sharing Plans
Reward your employees and foster loyalty with customized profit-sharing solutions. Let us guide you in rolling over funds into plans that benefit everyone.
Rollovers as Business Startups (ROBS)
Reward your employees and foster loyalty with customized profit-sharing solutions. Let us guide you in rolling over funds into plans that benefit everyone.
Simplified Employee Pension (SEP) Plans
Perfect for small business owners and self-employed individuals, SEP rollovers offer a robust retirement strategy that aligns with your goals.
Let’s Build Your Financial Future Together
Explore our services in detail or schedule a consultation with our team to find the perfect solution for your needs.
Opulent Insights
Expert Advicefor a Prosperous Future
Explore our blog for the latest tips, strategies, and insights on wealth management, rollovers, and financial planning. Stay ahead with expert guidance tailored to help you achieve your financial goals.
July 15, 2024
May 7, 2024
January 13, 2024
FAQ
FrequentlyAsked Questions
We’re Here to Simplify Financial Planning – Explore Answers to the Most Common Questions About Rollovers, Retirement Planning, and Wealth Management.
Meet Our Team
Your Partners inFinancial Success
Our team of financial experts is at the core of our success. With diverse expertise and a shared passion for excellence, we bring together the perfect combination of knowledge and innovation to guide you on your financial journey.
Charlse McCarthy
Chief Executive Officer
Jasmine Caldwell
Chief Financial Officer
Noah Chandler
Chief Human Resources Officer
Sienna Blake
Chief Information Officer
Our Happy Clients
TestimonialsThat Speaks
“Starting my business felt like a distant dream until I discovered Opulent Capital Plans. Their ROBS service not only made it possible but also ensured a smooth and penalty-free process. The team held my hand through every step, offering expert advice and personalized solutions. Today, my business is thriving, and I owe it all to their support!”
"Opulent Capital Plans made my business dream a reality. Their ROBS solution was seamless!"
“Thanks to their expert guidance, I transitioned my 401(k) into a plan that’s truly working for me.”
“Their team helped me establish a SEP Plan that fits perfectly with my small business goals.”
Get in Touch:
Do yo have any queries?please reach us
At Opulent Capital Plans, we’re dedicated to helping you achieve your financial goals. Whether you have questions about our services, need expert advice, or want to schedule a consultation, we’re here to assist you.