One & Done Financial

Tomorrow is the day! If you have not already, make sure you register for the free Estate Planning Webinar at the link below. Date & Time- December 15, 2020 at 10:30am (EST) Click this link to register https://us02web.zoom.us//register/WN_wV-3ty13Qd6VNcGONXHbbg... Agenda: Planning for Incapacity Health Care, Property Management Planning for Death Wills and Probate Tax Basis Lifetime Giving Life Insurance Trusts Q&A time

From our team to you and your family, Happy Thanksgiving! Enjoy a good laugh with us .

We are excited to announce that Thomas Meek has passed the Certified Financial Planner exam, a strenuous 7+-hour exam considered the 'gold standard' of excellence in the financial industry. CFP professionals must meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests. Over the next couple of years, he will be working his way towards the full CFP certification. Join us in celebrating Thomas' achievement!

We are excited to introduce you to Thomas Meek, our newest addition to the One & Done family. He will be taking on the role of Associate Advisor supporting our clients with financial planning, investment management and retirement plan services. Thomas has a degree in Personal Financial Planning and a minor in Spanish. He is a recent graduate of Kansas State University and is working to become a Certified Financial Planner. Spending time as a financial counselor has developed ...his passion for making a lasting impact on the lives of individuals, their families, and their communities through financial advice. He is excited to learn what inspires people and help them make the most of God’s plan for their life. Outside of work, Thomas enjoys creating different forms of art, searching for the best pizza, and traveling to new places with his soon-to-be wife, Monica. See more

Afternoon Webinar Registration now available! Register below - Retirement Plan Options Webinar: 3:00pm Eastern Agenda:... - Review the Retirement Plans Pyramid - Compare options - Discuss flow of money and FCR impact - Bonus Content Visit www.cfa401k.com for a FREE Proposal.