Financial One

Partners for Financial Independence

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Our success at Financial One is measured by the financial well-being of our clients

Today's investment climate offers unprecedented complexities.  We strive to be your Outsource Family Financial Advisor, always available to provide objective and independent advice.  At Financial One our clients are provided three key tools:

1.  A clear understanding of their financial goals

2.  A well-defined roadmap for achieving those goals

3.  Ongoing advice to adjust the roadmap when change occurs

Our services cover all areas of financial management,  from investment and retirement planning to risk assessment and investment implementation and oversight. 

Our mssion is to provide the highest quality advice and service to families we represent through long-term relationships.

On our website you'll find valuable educational articles,  financial calculators and links and direct access to us via email.  Please visit often as our content is constantly changing.

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

The Election and Your Money

In this year’s election, there are issues, such as energy, free trade, and inflation, playing a role that could have a significant effect on investors and consumers over the next four years.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

More Newsletters →