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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Opes One

Every financial dream deserves a well crafted plan. Opes One is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 15303 NORTH DALLAS PARKWAY TOWER II SUITE 550 ADDISON, TX 75001, 214-346-0985. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult

your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2020 Guardian
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08/07/2026

Big congrats to Matt Mazac on passing his Series 7 exam!

This one takes real dedication — and it means Matt can now do even more to help clients build a well-crafted financial plan.

We're lucky to have him on the Opes One team. Give Matt some love in the comments! 👇

08/03/2026

In our experience, the clients who feel the most financially confident aren't always the ones with the highest net worth. They're the ones with the most clarity.

There's a pattern to it. They know their numbers — income, expenses, obligations, protection gaps. They have a plan, so market swings are events they've accounted for, not emergencies. And they understand their strategy well enough to explain why they own what they own.

Meanwhile, only 27% of Americans feel confident they could build a financial plan (Guardian, 2025). The gap isn't intelligence or income — it's clarity, and clarity is buildable.

One conversation is usually where it starts.
Visit→ opesone.com

07/31/2026

The #1 fear people have about becoming a financial advisor? Being handed a desk and left to sink or swim.

That's not how it works at Opes One. Our advisors have daily support through both Opes One and the Guardian network — regular trainings, one-on-one relationships with their managers, and something rare in this industry: immediate access to top performers for joint work. Add in a peer community that supports one another, and you're building a business with a team behind you from day one.

If you're exploring a career as a Financial Professional, the support system matters as much as the opportunity. Learn more: https://www.opesone.com/our-careers

07/29/2026

A very special congratulations to Ian and Brianna McGurran on the arrival of their baby girl, Liv! Born weighing 7 lbs, 15 oz, she has already stolen the hearts of everyone around her.

There's nothing quite like the joy of growing your family, and we couldn't be happier for you both as you begin this exciting new chapter together.

Wishing your family endless love, precious memories, and all the happiness that comes with welcoming a new little one.

Congratulations, Ian and Brianna!

07/27/2026

Guardian's latest Mind, Body, and Wallet® research looked at what people who are doing financially well have in common.

It isn't income — it's habits: 86% have a retirement savings plan, 61% are good at long-term planning, 69% work with a financial professional, 73% own life insurance, and 46% have disability insurance. Notice that two of the five are about protection, not growth.

Wellness isn't just building wealth — it's making sure nothing can take it apart. How many of the five describe you?

07/24/2026

What if your next career move could change lives — starting with yours? 💼

Half of US adults lack financial literacy, and they need guides they can trust. As a Financial Professional with Opes One, you get the training, mentorship, and tools to build a business around your values — no finance background required.

Swipe through, then take the first step: https://www.opesone.com/our-careers

07/22/2026

15–30% of people who apply for disability insurance are declined because of pre-existing conditions. For physicians in training, that risk is entirely avoidable.

Guardian's Guaranteed Standard Issue (GSI) program — in place at many teaching hospitals — lets trainees secure individual disability coverage with no medical underwriting, no medical questions, and no exclusions. Policy in force today, through training, and into practice.

Our Brokerage Director Donny Beattie explains how it works and when to use it. If you have a case that could leverage GSI, let's talk.

07/20/2026

Nobody plans to get sick. Nobody plans for the market to drop the year they retire. Nobody plans to be the one supporting two generations at once.

But those things happen anyway — and the difference between a setback and a crisis is almost always the preparation that came before it.

That's what Franklin understood 250 years ago, and it's still true: you don't get to choose what happens. You do get to choose whether you're ready.

If you've been putting off the conversation, this is your sign.

07/16/2026

There's a financial milestone nobody plans for: the day you're supporting your kids and your parents at the same time.

More than 63 million Americans are now caregivers, and 1 in 3 in the sandwich generation report significant emotional, physical, and financial strain (AARP, 2025). The hidden cost? Their own futures — retirement contributions paused, savings drained, insurance overlooked, because everyone else comes first.

The most caring thing you can do for both generations is protect the person holding it all together: you.

Five moves that help: have the money conversation with your parents early, line up care resources before you need them, keep your own savings automated, budget for both generations, and protect your income.

If you're carrying two generations on one income, you don't need to figure it out alone. That's what we do.

07/14/2026

How financially aware are you? Today is National Financial Awareness Day, and the data says most of us overestimate our readiness: 42% of households couldn't cover a month of expenses without their income, and only 27% of Americans are confident they could build an investment plan.

Swipe through — three questions, no judgment. If you missed one, that's not a knowledge gap, it's a planning gap. And planning gaps are fixable.

Address

15303 Dallas Parkway, Suite 550
Dallas, TX
75001

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://www.opesone.com/

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