At One Financial Services we recognize the need for retirement plans to be as individual as each of our clients and their lifestyles. That is why we use a process designed to calculate current earnings, future earnings, current debt and future debt. Additionally, the formula considers your retirement plans, your lifestyle, as well as your spending and saving habits. We then combine those numbers with your retirement and savings accounts. When all of these financial estimates are assembled, we can create simulated outcomes to determine the probability of success.
Your One Financial Services advisor will then fine-tune the exposure between equity and fixed income asset classes with consideration to each individual client’s emotional attitudes about risk exposure, taking into consideration the client’s unique set of facts.
Our individualized process challenges traditional definitions of risk, replacing it with testing and logic so that emotion is removed from investing. At One Financial Services, we are here to help keep you and your future safe.
