Paul J Rennie, Financial Representative, Opes One

Paul J Rennie, Financial Representative, Opes One Helping Families and Businesses understand, organize and optimize their finances. One strategy does not fit all.

I educate clients about the most common risks in today’s financial world; and help them create a financial plan to protect their assets and enable them to achieve their ideal goals. Each plan differs based on the unique goals, needs and concerns of my clients. Our planning process helps people connect the dots, get financially organized and gain confidence in their financial future. I am particula

rly focused on retirement income strategies; common risks and concerns that I help my clients plan for could include healthcare, market volatility, taxes and preserving their assets. I believe that financial planning is likened to climbing a mountain; your toolset to ascent/climb the mountain is TOTALLY different than the tools and strategies needed on your decent down the mount side. I also specialize in helping Small Business Owners create financial plans that cover key-employees, tax efficient strategies, and exit / succession planning. If you’re interested in planning for your future or feel as though I could be of help to you in any way, please reach out and start a conversation.
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The key to healthcare in retirement might be a patchwork of different choices.
09/07/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

09/04/2026

Can money buy happiness? It depends. Happiness doesn't sit on a store shelf with a price tag, but these 5 spending tips may make your days a little brighter.

10 tips that can head-off marriage money problems.
09/02/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s ...
08/31/2026

Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s important they don’t forget to take some time to inventory their finances and help ensure they’re on the right track to balance to

Learn how the decisions you make today can help you reach your financial goals

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.
08/28/2026

Life can be unpredictable. Hear from Ed and Mary Ann, and how they found confidence in protection planning.

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/26/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
08/24/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

08/21/2026

Tips to help you cope with the added costs of adopting.

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
08/19/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/17/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

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15303 N Dallas Parkway, Suite 550
Addison, TX
75001

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