1639 State Route 10
Whether you're planning for college, retirement, or a new business venture, One Legacy Financial Group, LLC, is ready to help. With a broad range of products and services, we offer sound, custom services for all your financial needs.
Creative services for this important stage of life.
All aspects of business planning from insurance to buy-sell agreements, and much more.
Retiring in a Post-Pandemic World
One Legacy Financial Group, LLC is an insurance and financial services firm that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a strategy that helps balance growth potential with the reduction of risk for their future.
Reap the rewards of your hard work with a satisfying career helping others.
Will your family enjoy the life you want for them, if the unexpected happens?
Attract and retain talent, protect your business and prepare for transitions.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.
As a general agency appointed with the insurance companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.