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

Disability Income Insurance

How much Disability Income Insurance do you need?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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