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- Are you on track to financial success? | 1tfinancialgroup
We Are Coming SUBSCRIBE TO OUR EMAIL LIST & DOWNLOAD YOUR FREE CHECKLIST DISCOVER WHERE YOU STAND MAKE A PLAN TAKE ACTION To achieve financial success, we all need to spend some time developing our financial skills, financial knowledge, and financial assets. We need to know where we stand and what we need to do next. How to use this checklist to reduce your stress & protect yourself from emergencies. Let's get started! What level are you at now? 1. Great Start? 2. .Almost There? 3. On Track to Financial Success? Subscribe & Download yours for FREE First Name Last Name Email Subscribe & get your FREE checklist Who Are We
- Mom Boss | ONE Team Financial Group
< Go Back WONDER WOMEN FINANCIAL PLANNING FOR Women BY Women Business Savvy THIS IS ME! First Responders THIS IS ME! Mom Boss THIS IS ME! Women and their Families THIS IS ME! Women in the Military THIS IS ME! Latinas THIS IS ME! Business Savvy We know you're focused on your goals and that leaves very little time for other things. You wear many hats and that can be overwhelming at times. Let us take a few things off your plate so that you can focus on your zone of genius. Mom Boss Whether you are single, married, changing careers, starting a family, getting divorced, or caring for elderly parents, there are critical financial steps you should be taking to ensure you meet your financial goals. WE KNOW MILITARY BENEFITS INSIDE AND OUT (Active Duty, Military Retirement & VA Benefits) Fun fact : Everyone in our firm has served on active duty. Women in the Military First Responders One Team Financial Group understands your financial needs and security might look a little different. We are proud to provide financial guidance to those that provide and serve our our communities. Women and Their Families Taking care of a family is a full time job. There's not always time left to take care other important things. Let us help you. Latinas Let's be honest. Latina women are unique. Our culture and family values impact most of our decisions - including our finances. Fun fact : Everyone in our firm is Latina. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back Business Savvy Mom Boss Women in the Military Community Protectors Women and their Families Latinas
- Client & Firm Forms | 1tfinancialgroup
Firm Forms Are we? Deck Stack Client Agreement (PDF) fp Pathfinder Forms Goals Master List Inflation Client Agreement (JotForm) CRS Estate Planning Q Form ADV, Part 2A Privacy Policy Ongoing Financial Planning