Lilia Moreno's Contact Details

Lilia Moreno's Company Details

OneMiami Financial Group

Coral Gables, FL, US • 20 - 49 Employees
Financial Services

OneMiami Financial Group is an insurance and financial services agency that utilizes a distinct macro-economic process with our clients. This nontraditional approach helps our clients understand financial concepts and dynamics, which then forms the foundation for a personalized road map—a plan 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, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.OneMiami Financial Group employs a personal macroeconomic approach when addressing our clients' financial goals. Our process is different from the traditional linear approach that focuses on "needs." The problem with needs-based approach is that when a goal or need is met, it often changes. Plus, we don't know what things will cost us in the future. Things change outside of our control.Our process gives you a personalized road map that helps balance financial growth and risk. By focusing on the flow of money within your macroeconomic life, we can tactically align growth potential and risk reduction—all the while focusing on your financial goals for the future.Protect and Grow Your BusinessPlanning is one of the most important parts of running a business. Whether you're a large multinational corporation or a small business, we have the knowledge and resources to help keep your company on track.OneMiami Financial Group has representatives who are licensed and authorized to conduct life insurance business in Fl. OneMiami Financial Group also has representatives who are registered and authorized to conduct securities related business in Fl. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneMiami Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of OneMiami Financial Group and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.