Understanding Sophisticated Strategies as Simple Solutions
At OneTeam Financial we offer comprehensive financial wellness programs that deliver impactful and user-friendly financial education.
Businesses utilize our programs as an additional benefit offered to employees to equip them with the knowledge for a sound financial future.
Our programs are also designed for CPAs, attorneys, women’s groups, physicians, and other associations to offer financial education as a value-added benefit for clients and donors.
Our broad-based financial wellness program brings the wisdom of our firm’s top financial specialists and the important insights of our nationally respected financial partners directly to you and those in your community and networks in an engaging and easy-to-understand turnkey program.
Strategically designed to address retirees’ most sought-after answers, we offer a roadmap to help thousands plan for their hard-earned, well-deserved retirement years.
The OneTeam Financial Wellness Program offers live in-person and online presentations that can be customized for a broad range of audiences.
Tax Planning
Is Your Retirement Safe from the Tax Man? Tax Planning In An Uncertain Environment
Social Security
Strategies to Help Maximize Benefits
Medicare
Medicare Makeover - A Change in Times Requires a Change in Plans for your Family
Long-Term Care
Preserving Your Most Important Assets: Your Family & Portfolio
Life Insurance
Money from Uncle Sam
Life Insurance in the Client’s Best Interest
Private Placement Strategies
Estate Planning
Preserving & Maximizing Your Estate
How to grow, preserve & distribute your wealth in the most tax efficient way.
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Business Planning
Executive Benefits: How Business Owners can Attract, Award and Retain Top Talent
Succession by Design, not by Default
Cyber Security
What individuals need to know about Cyber Security
Financial Literacy
Financial Literacy for Parents: How to Educate Your Kids About Money