If you’re a 1099 independent contractor or a solo practitioner, One Wealth Planning is your go-to financial partner. We specialize in serving individuals in this unique space because it’s how we run our own business. We understand the opportunities and challenges it presents, including tax planning, deductions, and specialized retirement strategies such as Solo 401ks and Mega Back Door Roth IRAs.
Our combined financial planning and investment management services offer a seamless approach, allowing us to focus on all aspects of your financial plan while managing your investments. This is an ideal solution for those with limited time, knowledge, or the desire to handle financial planning themselves.
