Oneteam Financial

OneTeam Financial 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 that can help maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls. We help people find money they may be losing unknowingly and unnecessarily and help bring it back into their family's lives. For more information about OneTeam Financial visit Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. OneTeam Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. 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 they are not indicative of future performance or success. CA Insurance License #0N05071