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1 On 1 Financial

1 On 1 Financial


1 On 1 Financial was established in 1997 by Philip Board with the philosophy of working one on one with each client to plan for their future.

We have since expanded from investment management of individuals to employee benefits. We are well equipped to handle all of your financial needs from a basic IRA account to company 401(k) plans and simple Term Life insurance to complicated buy-sell agreements and second to die life insurance.

Mr. Board has obtained a Masters in Financial Services. Along the way he has achieved several board certifications: Board Certified in Estate planning, Board Certified in Mutual Funds and Board Certified in Annuities.

We have two staff members to help with service, data entry and computer management. Both are excellent at what they do and are committed to continuing their understanding and knowledge of the business.

Our data is well guarded, it's backed up to a secure remote location daily using the most complex encryption available outside the U.S. Military. We're proud to say we take extra care to make sure your data is safe.

As a Branch Manager, Mr. Board is responsible for overseeing other financial planners. Part of his responsibilities include compliance and training to ensure they stay out of trouble and stay ahead of the competition while keeping the highest of ethical standards.