Custom Financial Life Planning Maintenance

Your circumstances, goals, and stage in life will help us identify financial planning opportunities that can maximize your resources in a meaningful way. In this phase we will prioritize and develop a plan to address your custom planning needs for the upcoming year. Objectives we can help you with include:

  • Tax minimization
  • Maximizing Social Security
  • Cash flow management
  • Insurance planning
  • Education planning for children or loved ones
  • Estate planning
  • Financial life management (getting/staying organized)
  • Charitable giving
  • Buying or selling a business
  • Navigating through employer benefit decisions (insurances, stock awards, deferred compensation, pension elections, etc)
  • Administrative assistance (form completion)
  • Planning for a parent or family member requiring care
  • End of life planning
  • Debt management
  • Multigenerational living
  • Financial reporting (balance sheet, retirement projections, estate tax projections, etc)

One Life Financial Group, Inc.does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.