The devil's in the details. That's a lesson learned the hard way by many investors who thought their financial planner had dotted every "I" and crossed every "T," only to find their nest egg wasn't adequate to achieve their goals. Perhaps it wasn't protected from inflation or avoidable taxes, making it unable to provide income that could be depended on throughout retirement. Unless someone is coordinating your investment strategy with your tax risk management and estate plans, important details can slip through the cracks. Tatianna Bunich, president and founder of Financial One Wealth Management Group, an independent registered representative in Columbia, Maryland, formed Financial One to provide clients with a holistic and comprehensive concierge level of service for their estate planning, tax planning, retirement planning, investment management, and real estate needs. In addition, the Financial One family offers risk management, insurance, and legal services, particularly in the highly specialized field of elder law. Our number one goal has always been to make a difference in our clients' lives. We continually educate you about all your options and help find the resources you need, explaining every step for implementing systems and processes to guide you through retirement planning. Contact Financial One Wealth Management Group today at 410-908-9293 or visit them online at financialonewmg.com.
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