Creating Financial Solutions

By First

Beginning With an End in Mind

“Beginning with an end in Mind” means finding the Problem(s) and Goals to solve first. Here are some important questions and issues to keep in mind.

  • Have you prepared, created, and recently reviewed your Estate documents?
  • Have circumstances in your life changed that affect your financial plan?
  • Are you going to have future estate tax liabilities?
  • Are all your financial needs funded?
  • Do you have requirements for Special Needs care for a family member?
  • Do you think you may need a Trust and Trustee?
  • Would you like to have a legacy for future generations for education, housing, or other reasons?
  • Are you prepared for retirement? Many are not.
  • Are you prepared for any Long-Term-Care expenses? Many are not.
  • Are you protecting all your assets? That means wealth and income.
  • Are you underperforming in the market?
  • Are you aware that by adding Non-Correlated assets to your investments during the accumulation of your wealth, that they protect your wealth and the increased distribution rate of your wealth?
  • Times have changed, have you had a competitive review of your employee group and individual benefit packages to make sure new options are not overlooked?
  • Is your employee turnover too high?
  • Do you have all the needed documents for your business? Many do not.
    • Buy-Sell Agreement
    • Succession Planning Agreement
    • Business Continuation Plan
    • Business Overhead Expense Insurance (BOEI)
    • Restricted Employee Bonus Agreements
    • Are they all funded?

Let’s Solve and Answer these
Problems and Questions Together

Through the Following Services

Solutions for Businesses

Insurance Solutions

Brokerage Services

Estate Planning

How We Work

In creating and implementing Financial Solutions for these important issues, we are dedicated to being our clients’ complete Unbiased Resource and Provide Guidance to Individuals and Businesses.

As part of Our Process, we analyze our client’s Risks and Financial Position and recommend the most suitable solutions from many of the Best-in-Class Carriers, Partners, and Portfolio Managers to work towards meeting the client’s goals and special needs.

As the landscape has changed in the Relationship between Businesses and their Employees, we also recognize the need to look at these Relationships from a different perspective.

As such, we review current Employee-Group-Benefit Plans and Individual Employee Benefits and Agreements, to Recommend and Implement Coverage that is Currently Reflective of our client’s, and their employee’s needs.

And as our individual clients get older and move into retirement, our efforts expand from mitigating taxes and growing their wealth, to reducing risks and protecting their wealth and income for themselves and future generations.

So please take the time to explore our website and the wealth of information provided.

Then give us a call or send us an email to start the process of your One World Financial Solution.

We are at your service.

MEET OUR CEO

Bio

Jeffrey brings decades of business experience and acumen to his role as a Financial Advisor – Financial Planner to business owners, their families, and successful individuals. Early in his career, he served in executive roles at large manufacturing companies, and later, as CEO and owner of his own manufacturing company.

Many people are familiar with the responsibilities of caring for aging parents. Jeffrey’s experiences were no different. However, they served as a spark that would ultimately propel him to serving others. His exasperating and maddening experiences advocating for his parents’ financial and personal rights, led him to pursue a career in Financial Services.

With his parents forever serving as his constant reminder, Jeffrey has committed many years advocating for his clients on key issues affecting them, their business and their families, always keeping their Best Interests as his North Star.

In fact, his Mission Statement is “Protecting Our Client’s Best Interests.”

As a Miami Native and having lived in Miami with his wife and two children for more decades than he’d like to disclose, Jeffrey could not think of basing One World Financial Solutions’ headquarters anyplace else.

The future is unwritten.

Let us work together to mold it to be more predictable.

Thank you,

Jeffrey Granoff, CEO

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