Protection Planning for Life's Financial Blindspots
Protection Planning for Life's Financial Blindspots
About Us
Life is full of changes and unexpected events. Too often, those unexpected events can transform into blindspots, events that seemingly come out of the blue and deal a blow to financial and future plans. At OneImpact, we see blindspots to be completely unacceptable events. We never want you to feel caught up in an uncontrollable situation.
Instead, we dedicate ourselves entirely to fortifying your financial landscape,
protecting what’s important to you and securing your future.
So, when that unexpected event comes to pass, it’s no longer something you haven’t prepared for—and entirely something you can face.
Our Mission
Intentional. Mastery. Present. Accountable. Consistent. Trustworthy.
Our mission is to make an impact. We believe a key purpose of money is to accomplish something positive, whether that’s providing for yourself, your family or others. Protecting your assets and income then becomes an important part of this “impact formula.” This is where our firm specializes, and we work extremely hard to bring an independent consultative approach to helping you in your protection planning.
While our primary goal will always be to help you navigate blindspots and protect your assets, we also value giving back, and dedicate ourselves to helping others in our community. As a firm, we commit to donating 20% of our profits each year to help our local community.
Our Services
We’ve curated a host of services designed to address any number of concerns you may be facing, taking the “un” out of “unknown.” From starting out your business to planning for your retirement, you can rest assured knowing that we’re fully equipped to help you navigate through whatever life throws your way.
Our process is planning based, and, in our experience, a well-developed plan is the best way to reduce stress around finances and provide peace of mind.
We work with business owners, doctors, professionals, corporate executives,
retirees, and those 5-12 years from retirement.
IF YOU’RE CONCERNED ABOUT …
- A business protection plan
- Key person, buy sell, and succession planning solutions
- At least 60% of your paycheck protected
- Disability insurance audit
- To spend down assets earmarked for retirement
- Flexible solutions with a view of your entire balance sheet
- A plan to address down markets at retirement and provide income for your lifetime
- Custom retirement income plans
- To become more aware of your fiduciary responsibility
- An independent 401k fiduciary audit
- To ensure you have a holistic financial plan that addresses your changing needs and goals
- A comprehensive, multi-step annuity and/or life appraisal designed to ensure your current policy still fits your needs
Our Team
While the members of our firm all come from different backgrounds, we’re united in our view that preventing blindspots should always be our top priority. Every member of our team is fully dedicated to helping you achieve financial security—not just for you, but for the people you care about as well.
Our Strategic Partners
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