Throughout our careers, we have been blessed to work with people like you and our mission has always remained simple: To serve as your trusted financial advisors and deliver incredible service and support so you can live your best life.
With that in mind, we have spent the past year examining the wealth management industry and exploring how we can improve our advisory practice and do it in a way that delivers for you.
This journey has led us to seek out a new platform where we have the independence to continue to provide a high level of service while gaining access to new resources that will allow us to add scale and bandwidth to help you better pursue your current and future financial goals.
We are excited to announce that we have decided to work with Integrated Partners (Integrated), a national Registered Investment Advisory firm providing financial planning and investment management services. Integrated shares our philosophy to strictly adhere to the principles of objectivity, integrity and diligence of always placing clients first. In addition to continuing to provide objective advice and the highest level of customer service, this relationship enables us to proactively innovate as the industry changes.
Integrated has an incredible team of innovative thinkers that will provide the kind of support, dedication and resources needed to service your evolving needs.
Those resources include:
Advanced Planning and Case Design Team with 50+ years of collective experience.
Business Owner Planning and Family Office Services including an in-house estate planning attorney.
Tenured and credentialed investment team provides access to a wider range of solutions and independent research.
Asset Protection specialists to review and design insurance solutions.
As a part of this transition, we created a new brand that encompasses our team and the work we do for our clients. Our new firm name is One Vision Retirement.
Please note our email addresses and website have changed!
Lisa Email: lisa@onevisionretire.com
Christopher Email: chris@onevisionretire.com
Website: www.onevisionretire.com
We remain committed to serving as professionals you can trust and a resource you can count on. We sincerely hope this transition will enhance everything we provide to you. As always please let us know if you have any questions and we look forward to speaking with you soon.
Sincerely,
Lisa Sakai and Christopher Whalen