Broker Check

Rick Baskerville
319-393-7474

6818 Worcester Rd. | Palo, IA 52324

 

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

OneWay Financial & Estate Solutions, Inc.

Palo, Iowa's Hometown Financial Experts

At OneWay Financial & Estate Solutions, Inc., we understand that many people, whether building their first nest egg or working towards retirement, face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare and insurance costs.

Because over ninety percent of our clients fall into these two categories with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Our goal is to give you more security and control of your estate and financial goals. OneWay Financial & Estate Solutions, Inc. can be your comprehensive service. Let us educate you on how to best protect your money and provide for your future security. In short, let us invest in you. 


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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Principles

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How federal estate taxes work, plus estate management documents and tactics.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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That big list of dreams and goals isn't the only way to look at your bucket list.

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