Scammers target older adults every day.
Protect your loved ones’ finances: Opto is an AI-powered financial coach that combines proactive alerts with long-term planning so your parents’ future stays secure and their retirement funds last.
All for $9.99/month—the price of two coffees—for real financial peace.
👇 Join the waitlist for early access.
Opto is your financial coach for protecting your parents’ future.
With AI-powered monitoring and planning, Opto alerts you to risks, safeguards retirement savings, and ensures your loved ones’ money lasts as long as they do.
AI flags unusual transactions to catch scams before it’s too late.
Track retirement spending so savings last through the years.
Get peace of mind with proactive alerts on trends or risks.
Align spending with family priorities — health, care, and security.
Not sure where to start?
Start with conversation!
Take the first step in your financial journey by connecting with one of our team members today for a free consultation to discuss your family’s goals and priorities and see how Opto can help you.
Get started today!
You can help your parents build a financially secure lifestyle — while still enjoying life.
Opto will provide you peace of mind to fit your needs today and set you up for success in the future.