One Life Financial Group
My husband and I started working with Brian and his team at One Life Financial this past year. We are approaching retirement and decided it would be best to have the professionals help guide us in our investment strategies, social security disbursement timing, insurance needs and more. We are so happy we did! They have worked through different scenarios and how it impacts us financially in the future; How to make sure we will be attaining a future that supports our Core Values. They are all brilliant. Best part is that they explain everything so that we understand. Brain and the entire team are all very pleasant and easy to work with. You feel as though you are the most important client they have. The only complaint I have is on us and that we did not start with Brian and One Life a...
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- Wealth Management
- Tax Minimization
- Financial Planning
- One Life Coaching
Sentiment Analysis
Without hesitation and reservations, I would recommend One Life Financial Group to anyone who needs financial planning advice.
Through deep probing questions, they helped us to understand where we were financially and as a family, where we wanted to go based on our life goals, and helped establish a strategic plan to get there.
When I hit an extremely difficult time of juggling life/parent death/kids college etc concerns, knowing One Life was handling my finances with care removed a huge weight off my shoulders.
As a younger couple, my husband and I were looking for someone that could help educate us on how to make our money work harder for us without sacrificing the lifestyle we want to live.
We are approaching retirement and decided it would be best to have the professionals help guide us in our investment strategies, social security disbursement timing, insurance needs and more.
It is to the point where I don't think about it anymore and simply get to meet a couple of times a year to watch my investments and retirement grow.
We looked back on our progress since we started and are blown at how much more financially secure and comfortable we are today than a few years ago.
I feel like everyone is working in my best interest, and they are always willing to simplify and explain things so I can understand better.
Brian was great at helping us figure out what we needed in addition to our various benefits from Oracle (401K, Employee Stock Purchase Plan, Life insurance, long term disability, etc).
It has helped us see where our money is going, eliminated 95% of financial arguments between my wife and I, and given us the peace of mind knowing that our retirement is back on track!
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