Suzanne

I want to thank you sincerely for your support with financial matters throughout this past five months. It has made this transition so much easier for me - you cannot imagine! Your professionalism, caring and expertise are exceptional. I look forward to working with you for a long time in the … Read more about Suzanne

Andrew

ONELIFE Wealth Management has provided me with top-notch, friendly service from the start. They took the time to sit down and explain everything in terms I understood. … Read more about Andrew

Mike and Carole

You’ve done more work for me in the last 3 weeks than my last advisor did in the last 20 years. Your tax and retirement strategies make sense and i’s a wonder that not more people are taking advantage of this type of planning. I’m glad you’re using your noodle! Keep up the good work. … Read more about Mike and Carole

Lor and Geoff

Thank you so much for the delivery and implementation of our new Financial Plan. We have been high-fiving all over the place as we proceed with implementing our plan and feel great comfort in knowing that all the decisions we are making are backed up by a thorough, comprehensive and sophisticated … Read more about Lor and Geoff

Ron and Diane

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. … Read more about Ron and Diane

William

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 … Read more about William

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 … Read more about Life Insurance Changes