One Life Financial Group
When we started working together, I was stressed and worried about our financial future. Knowledge and a solid plan changed that. We are now confident that our family future is secure. Brian and his team have worked well with our tax accountant and trust attorney over the years. Having everyone working together to help move us forward has been powerful.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Wealth Management
- Tax Planning
- Financial Planning
- One Life Coaching
Sentiment Analysis
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.
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.
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.
Their knowledge and expertise are second to none, my wife and I could not be more pleased with the plan that they helped us develop to meet our goals.
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.
During our reviews, we have been able to find ways to balance our funds while freeing up more time to do the things that really matter to us.
I have been working with him as my financial coach since 2011 after working with many others who did not have my best interest at heart.
We have been using them for 4 years now, and with their focus on continuous improvement, updating their systems to provide close to real time accuracy it has allowed us to become more comfortable with our time and financial decisions.
It has been so helpful and comforting to have a friend answer questions and help me organize my finances and my goals for the future.
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