Opulence Planning Home
Opulence Planning Home
  • Home
  • Services
  • About
  • Resources 
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Client Access
  • Schedule a Call

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Contact

Office: 406-459-7354

8330 Evergreen Drive

Helena, MT 59602

jonbutler@opulenceplanning.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Opulence Planning, LLC is a Registered Investment Adviser located in Helena, Montana. Registration does not imply a certain level of skill or training. Advisory services are offered only to clients or prospective clients in states where Opulence Planning and its representatives are properly registered or exempt from registration.

The information provided on this website is for informational and educational purposes only and should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide advisory services. Investing involves risk, including the possible loss of principal, and past performance is not indicative of future results.

A copy of Opulence Planning’s current written disclosure brochure (Form ADV Part 2A) is available upon request and through the SEC’s Investment Adviser Public Disclosure website.