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Why a holistic approach to investment management is critical

With market volatility becoming the new normal, it can be a unique challenge to identify investment solutions appropriate for your portfolio—especially if you are at or near retirement.

At OneTeam Financial, our holistic approach considers your total financial picture to provide investment strategies that are based on your unique needs and goals.

We want to make sure that we’re segmenting your money by time and purpose. And for most people, risk appetites change based on whether funds are needed immediately or in the future. Our advisors keep your short-term and long-term goals in mind with every decision made to help manage risk and enhance your financial wellbeing.

Our specific investment services together may include:

  • Volatility Tolerance Analysis
  • Investment Audits
  • Portfolio Recommendations
  • Access to Exclusive M Products
  • Advice on Outside Accounts
  • General Investment Advice

Contact us to set up a call to discuss how we can help with your investment management needs today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?

Thank you!