
OneTeam Financial, LLC Names Nationally-Recognized Expert, Ash Ahluwalia as Director of Social Security
Holistic Planning Firm Continues to Expand Its Team of Dedicated Specialists to Meet the Rapidly-Changing Retirement Landscape Amid the COVID-19 Pandemic
CRANFORD, N.J., June 17, 2020 /PRNewswire/ -- OneTeam Financial, LLC, (OneTeam) a financial planning firm located in the tri-state area that provides proactive, holistic retirement and income planning services, has named Ash Ahluwalia, CFP®, MBA, as director of Social Security. Ahluwalia will provide his industry-leading expertise for maximizing retirement Social Security benefits, both as a stand-alone service offering, as well as in collaboration with other OneTeam advisors as part of a comprehensive, integrated retirement plan.
"There are many professionals who may claim to provide holistic financial planning. However, each area of retirement planning is so complex and rapidly changing, we believe that the only way to truly serve a client's best interest is through a team of dedicated, specialized experts," said David Buckwald, CFP®, CLU®, ChFC®, CLTC®, CEO of OneTeam Financial, LLC. "It has always been our vision to build a collaborative team of professionals, and the need has never been greater as the COVID-19 pandemic has dramatically impacted the retirement planning landscape. Ash is one of the top experts in the country in the Social Security field, and with our long-standing working relationship with him, he was the clear choice for our in-house Social Security expert."
Ahluwalia, former president and founder of National Social Security Partners, LLC (NSSP), has been recognized as the National Social Security Advisor of the Year and has two certifications in Social Security planning, National Social Security AdvisorSM and Certified in Social Security Claiming Strategies (CSSCS). Additionally, he is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Accountant and MBA graduate of Wharton Business school.
"For many years, I have helped thousands of clients navigate the complexities of Social Security to maximize their eligible benefits and to ensure that they do not leave any money on the table," said Ahluwalia. "Now more than ever, Americans are facing all new complexities and decisions about their retirement plans and when they should access their Social Security benefits. Social Security offices are closed, stock markets are experiencing extreme volatility and investors are left in the balance facing many difficult decisions. I'm honored to be a part of such an esteemed team of colleagues working to deliver a comprehensive solution to these challenges for our community."
Since its launch last year, OneTeam has continued to expand its roster of industry-leading experts to provide advanced expertise in all of the critical areas of holistic financial planning, including retirement planning, investments, insurance, tax strategies, estate planning, Medicare supplements and executive and employee benefits. Together, the firm aims to deliver "The Expertise of Many. The Synergy of One."
For more information about OneTeam Financial, visit www.OneTeamFinancial.com.
About OneTeam Financial, LLC
OneTeam Financial, LLC is a financial planning firm located in the tri-state area that provides proactive, holistic retirement and income planning services for those at and near retirement. Through a collaborative, team-based approach, the firm works to provide advanced and diverse expertise to help clients maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls. For more information about OneTeam Financial, visit www.OneTeamFinancial.com.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. OneTeam Financial is independently owned and operated.
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SOURCE OneTeam Financial, LLC
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