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Who We Serve FINANCIAL PLANNING FOR INDIVIDUALS WHO DON'T COME FROM MONEY and One Team Financial Group can help you! 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. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY One Team Financial Group is loved by: MILITARY & VETERANS Is this you? WONDER WOMEN Is this you? THE HISPANIC COMMUNITY Is this you? Entrepreneurs Is this you?

< Go Back WE KNOW MILITARY BENEFITS INSIDE AND OUT (Active Duty, Military Retirement & VA Benefits) Fun fact : Everyone in our firm has served on active duty. To play, press and hold the enter key. To stop, release the enter key. FOR MILITARY WOMEN WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT DOWNLOAD (3) FREE CHECKLISTS BELOW TO GET YOU STARTED CREATED FOR WOMEN, BY WOMEN GET 3 FREE CHECKLISTS TO GET YOU STARTED TODAY Find out your next steps to be on track to achieve financial success. Learn to set goals like a boss. Goal setting is fundamental to sound financial planning. Learn the key financial milestones you need to keep in mind. First Name Last Name Email Send See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back

< Go Back Elements INTRODUCING The Elements Financial Planning System™ Are you taking the right amount of risk? Do you have the right mix of assets? How much wealth do you need to make work optional? Are you using your income wisely? GET YOUR PERSONALIZED SCORECARD TO TRACK YOUR FINANCIAL HEALTH "HOW CAN I GET MY SCORE?" Your financial advisor will need to invite you to use the Elements app Ready to Learn More ? BOOK A DEMO SEE IF WE'RE A GOOD FIT FOR YOU All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back

< Go Back FINANCIAL PLANNING FOR WOMEN BY WOMEN 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. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY < Go Back

< Go Back Life Insurance YOU'RE NOT ALONE! WE CAN HELP YOU FIND THE LIFE INSURANCE THAT'S RIGHT FOR YOU. We know life insurance can be confusing to navigate. We offer the perfect combination of human touch & technology. HOW MUCH LIFE INSURANCE IS RIGHT FOR YOU? START here This tool will email you a report. We will not share your information with anyone. We will not contact you unless you want us. HOW MUCH WILL LIFE INSURANCE COST YOU? See a range of prices and estimates START here MO ST COMMON QUESTIONS WE HELP ANSWER What type of life insurance is right for me? I am a stay-at-home mom, do I still need life insurance? How much does life insurance cost? How much life insurance will replace my income or my spouse's income? Do my children need life insurance? How can I use life insurance during my lifetime? What's the difference between term and whole life? Are life insurance proceeds tax-free? Can children be beneficiaries of life insurance? Is the life insurance provided at work enough? What happens when my term life insurance runs out? I just bought a house, is now a good time to get life ins? Can I get life insurance for my parents since I will be responsible for the burial and final expenses? SEE IF WE'RE A GOOD FIT FOR YOU Start with a complimentary consult to walk you through all your questions SCHEDULE YOURS TODAY START THE PROCESS WITH A COMPLIMENTARY MEETING SCHEDULE YOURS TODAY < Go Back

You're all set! S ee you Sat 8/20/2022, 9am HST Look out for confirmation (email & text). You'll get the webinar's login details and calendar invitation shortly. What's Next? 1. Make sure to add this event to your calendar so you don't miss it.

< Go Back ETATE PLANNING QUESTIONNAIRE Click on the forms to DOWNLOAD YOUR CHECKLITS See if We're a Good Fit for You All of our services start with a complimentary call SCHEDULE YOURS TODAY < Go Back

< Go Back Meet the T eam CLAUDIA MORENO Advisor/Founder Claudia saw a need for relatable and authentic financial planning that isn't intimidating. The need to have someone on your side who provides advice based on YOUR needs, not the needs of a company/agent's selling agenda. And most importantly, the need to have an instant team of professionals (in finances, real estate, estate planning, insurance, and taxes) all in one place looking out for your best interest. So ONE Team Financial Group was born, and now Claudia is fulfilling her dream of helping those who have been underserved. CLICK HERE to read her full bio. BRENDA GARCIA Office Manager Brenda is a prior U.S. Marine and current military spouse. She decided to join the team because she sees this as an opportunity to help families and their future generations get closer to financial success by providing accessible, guided financial literacy that will resonate with their values. She supports the mission by providing administrative support, client customer support, maintenance of investment accounts, and financial plan updates. Brenda is fluent in English/Spanish. When she's not working, she spends most of her time with her Marine husband and high school-age daughter in New Orleans, LA. GLADIS HERRERA Operations Manager Gladis is a retired US Army Master Sergeant and current military spouse. She believes it's important to educate and empower current and future generations to become financially successful and live the life they truly dream of. Gladis joined the team because she wanted to be part of a firm that nurtures its clients and gives them access to all the resources necessary to accomplish their goals. Gladis is fluent in English/Spanish. As an operations manager, she contacts clients to check in, schedule meetings, celebrate special occasions, and ensure questions and needs are being met. When she's not working, she spends most of her time with her Army husband, two college-age daughters, and two children under three in San Diego, CA. OTHER TEAM MEMBERS & PARTNERS TAX PLANNING/CPA Julie Moran, CPA ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton OTHER TEAM MEMBERS & PARTNERS ESTATE PLANNING EncoreEstate LIFE INSURANCE Ethos & Midland National REAL ESTATE ADVISOR Brittany Hampton TAX PLANNING/CPA Julie Moran, CPA INVESTMENT MANAGEMENT PARTNERS CHARLES SCHWAB - BETTERMENT - TD AMERITRADE < Go Back

Let's schedule your next appointment to start your Estate Plan!

Let's schedule your next appointment!

Upcoming Events What is Estate Planning & Why is it Important? Get the information you need and leave with an action plan to protect what matters most to you. Your estate plan will protect your property, autos, personal belonging, real estate, children/family, and anything else that is important to you! HOW TO START A WILL OR TRUST FROM SCRATCH RESERVE MY SPOT

< Go Back FOR MILITARY & VETERANS WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT (Active Duty, Military Retirement & VA Benefits) Fun fact : Everyone in our firm has served on active duty. WE KNOW MILITARY BENEFITS INSIDE AND OUT To play, press and hold the enter key. To stop, release the enter key. YOUR EXPERIENCES ARE UNIQUE YOUR FINANCES ARE UNIQUE YOUR BENEFITS ARE UNIQUE LET US HELP YOU ACHIEVE YOUR GOALS. YOU'VE EARNED IT. See if We're a Good Fit for You All of our services start with a complimentary consult SCHEDULE YOURS TODAY FOR MILITARY WOMEN WHO WANT TO ENSURE FINANCIAL SUCCESS BY LEARNING WHAT TO DO NEXT DOWNLOAD (3) FREE CHECKLISTS BELOW TO GET YOU STARTED CREATED FOR WOMEN, BY WOMEN GET 3 FREE CHECKLISTS TO GET YOU STARTED TODAY Find out your next steps to be on track to achieve financial success. Learn to set goals like a boss. Goal setting is fundamental to sound financial planning. Learn the key financial milestones you need to keep in mind. First Name Last Name Email Send