Overview

OneTeam Financial, LLC is a financial planning firm located in the tri-state area that provides holistic retirement planning services for baby boomers and the senior marketplace. Through a collaborative approach with a team of specialists, the firm works with pre-retirees and retirees to develop a plan for the future that can help maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls. For more information about OneTeam Financial visit www.OneTeamFinancial.com. -Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. One Team Financial is independently owned and operated. - Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. - This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. - The testimonials /recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.