OneCommonwealth Financial Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners. We are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners. We are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
Services
As a business owner, you're not only looking out for your employees, but also the company as a whole. We cover all aspects of business planning from insurance to buy-sell agreements. Annuities and IRAs can help give you the retirement security you desire, and we have what it takes to guide you every step of the way.
OneCommonwealth Financial Group employs a personal macroeconomic approach when addressing our clients' financial goals. Our process is different from the traditional linear approach that focuses on "needs." The problem with needs-based approach is that when a goal or need is met, it often changes. Plus, we don't know what things will cost us in the future.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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