Our Mission

The cornerstone of One Stone Financial was established based on the well-known Biblical account of David and Goliath. As you may remember from 1 Samuel 17, David grabbed his sling and gathered five smooth stones to face Goliath, but only one was used to take down the Philistine giant. In modern day America, we may not see many young shepherd boys facing nine-foot-tall giants in the streets, but we all face our own “Goliaths” in some form or fashion. 

For many Americans, their Goliath rears its head in the form of personal finances. Many are unsure of how to conquer such a giant, but here at One Stone Financial we have the “one stone” you need to do so: insurance-based investment products. Such accounts generally provide our clients with much higher returns than fixed accounts with 100% guaranteed safety of principal and no exposure to the twists and turns of the stock market, securing both the finances and peace of mind of our clients. By delivering both individually tailored solutions and genuine care and connection, our mission is to develop strategies that instill confidence in our clients and in their ability to reach their financial goals, as well as reassure clients that they CAN be victorious over whatever giants they face and that they NEVER have to face them alone with One Stone Financial.