One Life Financial Group can help you develop and implement customized wealth management strategies to take you from "where you are" to "where you want to be".
We do not work for one Investment Company. Because of our independence, our team will work to help you select the appropriate custodian (Pershing, Charles Schwab, American Funds, etc.) and manage your portfolio(s) in a way that will meet your current and future cash flow needs.
Our Approach has been designed to:
- Establish a direct connection between your life goals and your investment portfolios
- Develop a healthy framework for managing your portfolio over time and avoiding some common behavioral mistakes investors make with their portfolios.