“If everyone is moving forward together, then success takes care of itself.”
– Henry Ford

Why OneTeam Financial?

We have an industry-leading TEAM.

TEAM stands for “Together Everyone Achieves More.” As our name states, we are a true, dedicated team of specialists working together to serve you throughout retirement so you can pursue financial wellbeing or financial independence and live your best life. Together, our team possesses more than 150 years of experience managing client wealth in a wide variety of market environments. Our team of professionals consists of leading specialists in Social Security, Medicare, wealth management, IRA distribution, retirement income planning, disability, long-term care and life insurance. We have an alliance with one of the top IRA professionals in the country, Ed Slott. We also have CPAs, trust and estate attorneys and property and casualty specialists available as strategic partners to help serve your comprehensive financial needs.

We are regularly updating our skills through advanced training.

We place tremendous value, time and resources in our staff’s continuing education. This helps us provide clients with accurate and up-to-date guidance necessary to employ the tax, retirement and overall financial planning strategies that help serve a clients financial needs throughout retirement. We also emphasize financial educational opportunities for our clients by hosting regular workshops, seminars and client appreciation events.

We care for your entire financial picture so that all the pieces work together.

Are all of your financial strategies working together cohesively toward your goals? When advice is received in a silo, there’s a serious risk that important factors are left unaddressed. Looking at your financial situation comprehensively allows us to identify issues and explore opportunities that are not always apparent when viewed on a piece-by-piece basis. Holistic planning may make all the difference for your bottom line in retirement.

We have access to innovative products and exclusive resources

OneTeam Financial is a member of M Financial Group, one of the most prestigious distribution systems and life producer groups in the country. M Financial offers access to life insurance products with preferred pricing and brings us access to unique specialists, resources and an exclusive community of member firms to expand our services.

We work collaboratively with others.

Many of our clients have relationships with trusted CPAs, attorneys and other outside advisors. We respect the value of these longstanding relationships, and we are happy to work together with these professionals to ensure that financial strategies take into account your entire financial situation.

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