It May Be Time for a Financial Checkup
How to Retire Early
37
Professionals
50+
Combined Years of Experience
2
Southern California Offices
We Stay Focused on Market Trends, so You Don't Have To

Welcome to Team Financial Partners
Team Financial Partners is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map that helps balance growth potential with the reduction of risk for their future.
We offer a wide variety of financial products and services to provide these economic strategies for our clients, who include individuals, families, and business owners.
As a general agency with the companies of OneAmerica®, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.
We keep you focused on where you want to go, guide you on how you can get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.
Contact us to learn more about our proven approach and see what we can offer to provide clarity about your financial future.

What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Tips and Resources
The latest topics in our library to Inform and Inspire.

When Life Insurance Becomes Taxable
