Our Services
Founder, Beth Eldridge, has spent
20 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 for you 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)
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