Our Planning Approach

Our Planning Approach

Investing without a plan is called risk. At Financial One, we believe every investor deserves the benefits of teaming with an experienced financial planning partner—a partner who will be there long-term to help you meet your objectives, now and in the future.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Process
Our Philosophy

Our Philosophy

Three Simple Rules: After managing portfolios for many years, we have found that clients generally have three major concerns that help guide our overarching investment philosophy.

  1. Don’t lose my money
  2. When markets go up, I want to participate
  3. When markets decline, I want to outperform

Our Team

Suzie and Beth

Beth & Suzie

American Portfolios Financial Services, Inc. Named 2019 Broker-Dealer of the Year by Investment Advisor Magazine Four Years Running

American Portfolios Financial Services (AP), an independent broker/dealer that serves affiliated financial advisors nationwide, is proud to announce that it has been named Broker/Dealer of the Year in 2019 by Investment Advisor Magazine for the fourth year in a row.

More About Us

 

 

* Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."

Blogs

Video: Why Financial Literacy Is Important

Beth Eldridge |
Categories
Finance
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...

What History Can Tell Us About the Post-COVID-19 Investing Market

Beth Eldridge |
There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the norms we took for granted back at the beginning of the year have been shaken up. Given the unprecedented nature of this disease’s impact on society, it may feel difficult to predict what a post-COVID-19 investing market will look like.

What College Students Need to Know About Money

Beth Eldridge |
Categories
College
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living. But it’s a great time for them to learn how responsibility and planning can lead to success, both for...