Value Based Financial Planning & Monitoring

For Individuals Who Don't Come From Money

Ready to Build Wealth

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See if We're a Good Fit for You
All of our services start with a complimentary call

Vea si Somos una Buena Opcion para Usted
Todos nuestros servicios comienzan con una consulta gratuita

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THE BENEFITS OF WORKING WITH US

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SIMPLICITY

No fancy jargon, get financial planning in simple terms!

 

NO PUSHY SALES

We DO NOT lead by selling products. We are compensated for our time and advice.  If you need other services we offer transparent, up-front fees.

CLARITY

Get clarity around your money with clear actionable steps.  Because a confused mind will always say NO!

 

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FIDUCIARY
OATH

A fancy way to say,

 I will always uphold your interests and needs first.

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ONGOING 
PLANNING

Life will happen, get ongoing support throughout the entire year and as life events occur.

NO INVESTMENT MINIMUMS

Unlike "traditional" financial planners, you don't need to have a large sum of money to invest in order for us to work with you.

Build & Protect 
Wealth

Invest Smarter

 

Reduce Taxes

 

Optimize Income

 

Leave a Legacy

 

Get Closer to Your Financial Goals

FROM DIY TO FULL SERVICE
FINANCIAL PLANNING





ONE TEAM FINANCIAL GROUP
CAN HELP YOU ON YOUR FINANCIAL JOURNEY


NO MATTER WHERE YOU ARE
ON YOUR PATH
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CONTACT US

MAILING ADDRESS  |  801 Kakala St. Unit 48  

                                Kapolei, HI 96707 

E-MAIL for general info, appointments, and administrative inquiries 

 BGarcia@1t1ffinancial.com

E-MAIL Claudia directly 

CEMoreno@1t1ffinancial.com

PHONE  |  (619) 320-5489

HAVE A QUESTION?

SEND US A MESSAGE

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