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

Life Expectancy

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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