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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

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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 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

< Go Back ALL OF OUR SERVICES START WITH A COMPLIMENTARY CONSULT BASIC FINANCIAL PLAN Perfect for individuals who want to take control of their finances, create an individualized financial plan, and see the value in monitoring all aspects of their financial health. DEBT ELIMINATION PLAN Perfect for individuals who are finding it difficult to crush debt on their own. HOURLY FINANCIAL PLANNING One-time meeting to address exactly what you want to focus on. TAX SERVICES (Tax prep/filling, Tax Planning) Learn More COMPREHENSIVE FINANCIAL PLAN Perfect for individuals who are in or nearing retirement (50 yrs or older). These individuals want to ensure they have more money than life with a major focus on the protection of accumulated assets and a solid retirement distribution strategy. INVESTMENT MANAGEMENT ONLY Perfect for individuals who simply have a sum of money to invest. ESTATE PLANNING (Wills/Trusts) Learn More LIFE INSURANCE ONLY Learn More SERVICES AVAILABLE NATION WIDE See if We're a Good Fit for You All of our services start with a complimentary consult < Go Back SCHEDULE YOURS TODAY SCHEDULE YOURS TODAY

Financial Planning can be scary or intimidating to many. Some people feel they don't have enough money to even talk to a Financial Coach. Others feel they're not ready, or that they have to fix their money problems before they can see a Financial Coach to help. Where you are is not where you need to stay. There is a plan that's RIGHT for YOU ! THE BENEFITS OF WORKING WITH US SIMPLICITY No fancy jargon, get financial planning in simple terms! NO PUSHY SALES We DO NOT lead by selling products. We are compensated for our time and advice. If you need other services we offer transparent, up-front fees. CLARITY Get clarity around your money with clear actionable steps. Because a confused mind will always say NO! FIDUCIARY OATH A fancy way to say, I will always uphold your interests and needs first. ONGOING PLANNING Life will happen, get ongoing support throughout the entire year and as life events occur. NO INVESTMENT MINIMUMS Unlike "traditional" financial planners, you don't need to have a large sum of money to invest in order for us to work with you. Finally FINANCIAL PLANNING YOU CAN TRUST Why Us When you work with us, you have a comprehensive, powerful team of multiple professionals that immediately become a part of your team all in one place. Financial Advisor Tax pro (CPA) Real Estate pro Estate Planner Attorney Life Insurance Agent

< Go Back ONLINE WEBINAR /WORKSHOP HOW TO START A WILL OR TRUST FROM SCRATCH SAT 8/20/2022, 9am HST MYTH: Only "rich" people need an Estate Plan TRUTH: We ALL need an Estate Plan because we all have an Estate. Some are small and others are large. Your estate plan will protect your property, autos, personal belonging, real estate, children/family, and anything else that is important to you! GET THE INFORMATION YOU NEED AND LEAVE WITH AN ACTION PLAN TO PROTECT WHAT MATTERS MOST TO YOU. RESERVE MY SEAT Can't make that time? Register anyway, we'll email you the recorded webinar WHAT YOU WILL LEARN Purpose of estate planning Terminology & Documents Management of your affairs (Life or death) Who will manage family and financial affairs (Life or death) How will it be distributed? Emergency planning Final arrangements Next steps WHAT YOU WILL LEAVE WITH Clarity & Education Easy, downloadable guide to follow along RESERVE MY SEAT < Go Back

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< Go Back Tax Services CAN WE HELP YOU FILE YOUR TAXES? We're making it simple for you! CLICK HERE TO GET STARTED WITH A COMPLIMENTARY MEETING DOCUMENT LIST & KEY FILING SEASON DATES Here is a list of documents you might need to complete your taxes. They may NOT all apply to you. Copy of Driver's License Copy of Federal & State returns for last year W-2 (wages) Form 1099-MISC (side jobs/income, rents, etc.) Form 1099-INT (bank/other interest) Form 1099-R (retirement) Form 1099-DIV (dividends) Form 1099-B (brokerage sales) Form SSA-1099 (social security) Form 1099G (unemployment) Form 1095-A, B, C (health insurance) Form 1098 (mortgage interest) Form 1098 (property taxes) Form 1098-T (education) Child/Dependent care costs Car registration costs Schedules K-1 (Form 1065, 1120-S, 1041) Form 8886 (reportable transactions) Closing Disclosure (real estate sales/purchases) Advance Child Tax Credit payments from the IRS IRS stimulus checks Business: Income/Expenses Rental Properties: Income/Expenses SERVICES AVAILABLE IN-PERSON HAWAII , REMOTE NATIONAL < Go Back