Minimize the financial complexity in your life.

Offloading complex and cumbersome financial planning tasks can help you:

  • Diminish money stress
  • Minimize unnecessary taxes
  • Lower investment and insurance costs
  • Reduce fear about the security of your family’s future
  • Lessen your worry about running out of money in retirement
  • Increase confidence in your money decisions

Create a relevant and realistic plan for your money

Customized Planning

Track Your Progress

Ongoing Guidance

We understand you want assurance that you’re on the right track financially

We don’t want you to fear the future. Our founder has been customizing financial plans for the last 20 years, and in November, 2015, Brian founded One Life Financial Group with a passion to help people discover how to get more out of the time and money they have.

Our proprietary process focuses on helping clients feel secure about the future while enjoying their wealth today. As fee-only, fiduciary advisors, we recommend strategies that are in your best interest – always. And we don’t receive commissions from insurance companies when you act on our advice.

Schedule a Consultation

Explore Opportunities to Help Protect and Grow Your Wealth

Stock Award Planning

Retirement Planning

Legacy Planning

Education Planning

Social Security Maximization

Insurance Planning

401(k) & 403(b) Management

Tax Minimization

Charitable Giving

Minimize Uncertainty and Worry with 3 Simple Steps


You talk. We listen. You talk. We listen. Let’s discuss your questions, assess your situation, and map out your vision for living your best life.


Together, we will develop a plan to help maximize your wealth, minimize your lifetime tax bill, and protect your time and money so you have more time for what matters to you.


We’ll help you stay on track so you can enjoy the wealth you’ve created,
both now and in the future.

couple looking at air balloons

At One Life, we know that you want the freedom to focus on what matters.

To do that, you need assurance that you’re on the right track financially. The problem is you lead a busy life, and financial planning is complex, which can make you feel worried and uncertain about your future.

Our job isn’t to tell you what you can’t do; it’s to help figure out a plan so that you can.

So, schedule a consultation, and in the meantime, take our assessment. Stop worrying about your money and instead enjoy the confidence of having a financial plan that pursues your dreams.

Schedule a Consultation

Take Our Tax Minimization Assessment

  • Explore opportunities to lower your tax bill
  • Explore opportunities to protect and grow your wealth
  • Answer 10-12 questions about your situation and get immediate results
Take a Tax Minimization Assessment