Financial Planner
CurrentI began One Stop Financial Services to provide comprehensive financial plans for individuals and couples. My mission is to provide a “one-stop” strategy for people’s financial needs. I look to manage “5 Risks of Life”:• Dying too soon• Living too long• Becoming ill• Having assets• Having bad luck or making poor decisions*Note- Legal documents are prepared by attorneys not affiliated with me or One Stop Financial Services.Estate planning is completed in conjunction with attorneys who are not affiliated with me or One Stop Financial ServicesAdvisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and One-Stop Financial Services, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of Triad Advisors do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by Triad Advisors or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.
