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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Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goa...
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Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.

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Let this be the year you put your refund to work in ways that pay off long term.

Make these savvy money moves with your refund today so you can treat yourself in the future.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
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"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even thoug...
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Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

Is buying your first home filling you with anxiety? A little pre-planning can help you ease the stress and focus on the ...
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Is buying your first home filling you with anxiety? A little pre-planning can help you ease the stress and focus on the excitement

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You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on h...
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You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on hold. Check out these simple budgeting tips and start planning your getaway now.

Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership...
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How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

Starting out in your career? These tips can help you figure out how to manage your finances
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Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

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15303 N Dallas Parkway, Suite 550
Addison, TX
75001

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