Broker Check

New Web Site Design and App

| February 06, 2017

We are excited to announce the roll out of our redesigned web site.  The web site address is still the same, at  We have added a number of new educational videos regarding various financial planning topics.  We have also added a portal where you can have online access to your various accounts in one location.  There is a client login tab on the main page of the site where you can request login credentials.  You can alternatively send us an email at to request your user id and password.  We will also have ongoing blog posts on the site on various financial topics and events throughout the year.

We are also pleased to announce the launch of our very own mobile app, the latest innovation in our ongoing commitment to provide our clients with great service.

Download our mobile app today stay connected with us from anywhere, anytime! Using our app, you can:

  • Send and receive secure messages
  • Access your account information
  • Request an appointment
  • Call a member of our team
  • See our office on a map and get directions
  • Receive push notifications to stay up-to-date
  • Browse videos and articles

Our new app is free of charge and easy to use. To download for your iPhone or Android device, visit our website.  You can also visit the iTunes store or Google Play on your mobile device and do a search for "One Resource" where you will recognize our logo.

We look forward to connecting with you!