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Services

Continuity Planning

At One Financial Services we believe personal continuity is a coordination of an individual’s financial, legal, tax, insurance, estate and health concerns all organized and shared with loved ones before a need arises.

Special Needs Planning

Creating a life plan for a family member that has a mental, physical or emotional disability can be a daunting task. These unique situations require present and future planning to preserve benefits and access services for loved ones.

Asset Management

Everyone has goals they would like to achieve in life. Maybe you want to be able to have a successful early retirement, or you want to be able to expedite paying off your home mortgage. Whatever your goal may be, you will most likely need financial support and guidance to achieve it.

Retirement Planning

We recognize that there are many different retirement situations that exist, and everyone has a different lifestyle they would like to achieve or maintain in retirement. That is why our firm evaluates each client’s unique circumstance to see how likely their anticipated need for income in retirement has a chance to be successful.

Estate Planning

Sometimes planning for one’s estate is not taken into consideration until tragedy strikes a close friend or family member. One Financial Services prefers to be proactive when helping our clients create a plan for their heirs.

Life and Disability Insurances

If something were to happen to you or your loved ones, will you be able to have a successful financial future without them? Sometimes these hard questions are asked too late, often after someone close to you passes away or suffers from a severe injury.

Tax Services

Navigating all of the legislation surrounding taxation can be a daunting task. It can be even more daunting using tax laws to your advantage when managing your investments. One Financial Services has the experience and knowledge to help guide you through these tricky waters.

Education Funding

You understand the important role college can play in helping your loved ones realize their dreams. After all, studies show that college graduates earn more than high school graduates while experiencing higher job satisfaction and lower unemployment.  

 

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, LLC, to provide information on a topic that may be of interest. FMG, LLC, 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.

Copyright 2018 FMG Suite.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, KY, MD, NC, NE, NJ, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV.