Let’s collaborate and design a comprehensive financial plan tailored to meet your specific and individualized retirement goals.
A roadmap to a successful future.
Invest in your family.
Preserve what you worked hard to earn.
Simplify sophisticated strategies.
The expertise of many, the synergy of one.
At OneTeam Financial, we work to help you find money you may be losing unknowingly or unnecessarily and bring those savings back into your family’s life.
We are a true, dedicated team of specialists working together to serve our clients throughout retirement so they can pursue financial independence to help live their best life.
Together, our team possesses more than 150 years of experience managing client wealth in a wide variety of market environments. Our team of professionals consists of leading specialists in Social Security, Medicare, retirement income planning, long-term care and life insurance. We have an alliance with one of the top IRA professionals in the country, Ed Slott. We also have CPAs, trust and estate attorneys and property and casualty specialists available as strategic partners to help serve your comprehensive financial needs.
Are all of your financial strategies working together cohesively toward your goals? When advice is received in a silo, there’s a serious risk that important factors are left unaddressed. Looking at your financial situation comprehensively allows us to identify issues and explore opportunities that are not always apparent when viewed on a piece-by-piece basis. Holistic planning may make all the difference for your bottom line in retirement.
OneTeam Financial is a member of M Financial Group, one of the most prestigious distribution systems and life producer groups in the country. M Financial offers access to life insurance products with preferred pricing and brings us access to specialists, resources and an exclusive community of member firms to expand our services.
Many of our clients have relationships with trusted CPAs, attorneys and other outside advisors. We respect the value of these longstanding relationships, and we are happy to work together with these professionals to help ensure that financial strategies take into account your entire financial situation.
We place tremendous value, time and resources in our staff’s continuing education. This helps us provide clients with accurate and up-to-date guidance necessary to employ the tax, retirement and overall financial planning strategies that help serve a client's financial needs throughout retirement. We also emphasize financial educational opportunities for our clients by hosting regular workshops, seminars and client appreciation events.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Managing Partner, Head of Private Client & Executive Life Insurance
Wealth Management and Social Security Planning
CEO & Founder
Client Experience Specialist
Managing Director, Partnership Development
Managing Partner, Head Of Wealth Management and Retirement Income Planning
Wealth Management & Retirement Income Planning
Wealth Management and Retirement Income Planning
Director of Operations
Retirement Income Planning & Medicare
Business Succession Planning
Chief Operating Officer