Signature One Financial
Signature One Financial is a nationwide financial firm based in Corona, CA. Our main focus is to help you, the American consumer, get the most out of your available financial resources. We do this through 3 phases: Consultation, Education and Implementation. Our unique approach has earned us an A+ rating with the BBB and a 5 star rating with the Consumer Finance Review Board CFRB
Consultation: We consult with you, our client, to discover what you are trying to accomplish both short term and long term for your financial goals. Many of our clients state that during our consultation phase they were able to clearly identify their goals and desires for their future. This phase allows both you and our firm to gain perspective on activities and practices that are hindering you from making the most out of your available resources and keeping you from achieving your financial goals. During this phase we may find the need to bring in other financial professionals to help with the Education and Implementation phases. Signature One Financial works with top rated financial planners, insurance specialist, mortgage professionals, as well as business and personal lending institutions that will work within your specific goals and resources. This approach helps to create a seamless financial snapshot where all aspects of your financial life can work together in harmony toward your financial goals.
Education: Signature One Financial provides educational resources which help you, our client, to better understand how money works and how to make your money work for you. One of the foundational teachings we emphasize is the magic of compound interest and how small changes today can make a drastic impact in your financial future, either positive or negative. Our educational material is designed to instruct you, the American consumer, in a manner that is simple to grasp and allows you to retain the information presented. In this phase, we focus on creating an easy to understand budget that connects current decisions to your objectives in order to see what impact they will have on both your short term and long term goals.
Implementation: This phase is where we bring it all together. Now that we have established your goals, financial resources, and identified any roadblocks or unhealthy financial patterns currently existing in your financial picture, we are ready to begin Implementation. The core of the Implementation phase was designed during the Education phase, and that is the budget. The budget, combined with the short and long term goals, provides you with the foundation to implement the small changes in your financial picture that will then provide enormous positive impact for your financial future. It’s kind of like a financial GPS that shows where we are, where we want to go, and what steps to take to get there. During this phase we may work with other financial professionals to achieve the desired results. Since we have a clearer picture of what we have to work with and where we want to go it makes it easier for you to direct the financial professionals to ensure all financial decisions are working toward the same goals. During all of this, Signature One Financial remains in contact with you. We will continually encourage you to remain on course and will always be there during life’s changes to help re-adjust and implement any changes needed for new goals and desires.
We are here to help you. Let us know how we can be of service to you and one of our financial specialist will be happy to assist you.
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Ask about our financial education classes, they are free to you and offered at no obligation.
Signature One Financial sponsors online financial education courses.
These classes are designed to provide the student with valuable information that is usually lost when working with an advisor or financial planner. We have structured these courses to make much of the industry jargon as simple to understand and provide an easy to follow format that teaches you what you need to know and understand to get the most out of your relationship with your financial advisor or financial planner.