Our Services

Founder, Beth Eldridge, has spent 25 years in the financial services industry.  Financial One was established to offer a full spectrum of *financial planning services, *fee-based asset management, *independent advice and *non-proprietary investment products as well as *research and evaluation for individuals and businesses seeking to achieve financial independence.

Financial Independence means different things to different people.  That's why at Financial One, no two plans are the same.  We seek to cultivate an atmosphere of partnership with our clients.  We get to know you.  And only after we accurately assess your goals, does Financial One begin building a plan for your future.  This includes offering access to trusted authorities on accounting, taxes, insurance and other aspects of your complete financial picture.

Financial One begins with a six step financial planning process to define your goals and concerns, review current positions; and, when necessary, design, discuss and implement new investment strategies and asset allocations-all according to a comprehensive, written financial plan.



What is implemented is a customized plan and investment portfolio with careful monitoring and evaluation that seeks to maximize performance.

 

*Securities offered through American Portfolios Financial Services Inc. Member SIPC

*Financial Planning and Asset Management offered through American Portfolios Advisors Inc. (RIA)