Services
How We Work
Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment Management
Independent Platform
Access to World Class Managers
High Quality Growth Focus
Dividend Focused Portfolios
Tax Sensitive Portfolios
Hedging & Loss Limiting Strategies
Endowment Management
Values Driven Portfolios
Direct Indexing Solutions
Institutional Bond Solutions
Traditional & Roth IRA
SEP IRA / Simple IRA
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
bcohoon@oneimpactfinancial.com | 502-210-1434