ONELEGACY ADVISORS
Wealth Management and portfolio management services based on the goals, objectives, and life stages of each client.
Our Team.
Our OneLegacy Advisors Team is a close knit group ready to serve our clients.
Our
Story
Get to Know Jasen
Jasen Benton, owner of OneLegacy Advisors is a Veteran, Registered Investment Advisor, and Certified Medicaid Planner. He has been working in the financial sector for over 30 years. Starting out as a Broker in his 20's he quickly realized that starting his own business to focus on client centered financial planning and generational wealth management was where he wanted to focus his efforts.
OneLegacy Advisors was created with a simple concept. Help people through all of life's stages, and that is exactly what we do.
OneLegacy Advisors, LLC offers Personalized Financial Planning, Estate Planning, Retirement Planning, IRA, 401K Rollover, Roth Conversion, Annuities, Asset & Portfolio Management, Long-term Care Solutions, Life Insurance, Medicare Assistance and Medicaid Planning. You work hard for your money, let us help you make the most of it.
SERVICES
Portfolio Management
The sooner you start investing, the more time you have to grow your wealth, but remember as you age, you will want to move to more conservative strategies.
We can help you determine what options work best for your portfolio and how you can protect your wealth through retirement asset diversity.
Retirement Planning
The concept of retirement planning has changed as people are living longer and want to be more active in their retirement years. Jasen will help you develop a financial strategy to mitigate unexpected investment loss. Our goal is to help you create a plan that allows for long-term growth and can guarantee income throughout your retirement.
Using investment and insurance products to fit your lifestyle and goals.
Family Wealth Management
Family Wealth and Estate Planning based on each client's situations, goals, and the legacy they want to leave behind. Creating a plan for distribution of your assets after you are gone will save your loved ones time and possibly heartache. An estate plan ensures that your wishes are fulfilled.
Client Centered
Our first priority is helping you take care of yourself and your loved ones. By getting to know each of our clients we are able to identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of generational client success.
For more information about how we can help you achieve your goals, or to book a free assessment, reach out to us today!