You want to know that you’re working with a team that can “handle it.” And that means people you connect with, and people who really know what they’re doing. That’s why we created OneLife – an experienced, credentialed team that cares about helping you get what you want.

Retiree?

We help people planning for retirement to better than "OK." Ask us how!

Business Owner?

We help business owners protect what they’ve built. Find out more.

Saving?

We help people saving for the future, to do it better than ever. Learn how.

One team, ready to help.

Here’s a simple fact: you don’t create a great business, or a great result, without great people. That’s why we worked hard to create a team that can help, one that can really make a difference. They’re bright, they care, and they’re really good at what they do.

Meet the team.

Success Stories

  • "We like that you are available, have a concise plan, give us options, let us make the final decision if it makes sound financial sense given our situation."
    Bruce and Rita
  • "Thank you for the extensive work you have done for me over the past year. I appreciate the time you invested to fully understand my specific needs. Your knowledge and expertise has been extremely beneficial and your desire to truly listen facilitated the decision making process. I am confident the specialized product solution and structured design will be of great benefit to my business and my family. I look forward to our continued business relationship and, without hesitation, would recommend your professional advice to others."
    William
  • "You have taken more time than I thought anyone would to get to know us, our concerns and our desires. Dealing with you has restored our faith in caring, service-oriented types! We are more confident about our financial situation then we have been in a long time."
    Ron and Diane

Resources

Life Insurance Changes

New law will impact insurance tax benefits in 2017 After decades without any changes to the life insurance law, the government will be implementing new legislation to ensure the laws are more in line to today’s world. Changes to Life Insurance MTAR (Tax) Line The conclusion states that we have until 2017 to take advantage… Read more about Life Insurance Changes

Understanding Investment Fees

This short video explains the fees to invest in mutual funds, how they are allocated and the value of advice. Understanding investment fees

Corporate Class Fund Changes

Change to the tax treatment of mutual fund corporations Corporate Class Fund Changes In the 2016 federal budget, the government proposed to change the tax treatment of mutual fund corporations so that switches between share classes of a corporation would be considered a disposition for tax purposes. Currently, investors are able to switch between share… Read more about Corporate Class Fund Changes