Confident, Personalized Retirement Planning Services

Start building a retirement plan designed to support your future with expert financial planning for retirement.

Our Retirement Planning Services

Comprehensive Financial Services for a Confident Retirement

  • Money growing

    Retirement Goal Setting

  • Chart

    Retirement Investment Planning

  • Tax paperwork

    Tax-efficient Withdrawal Strategies

  • Suitcase

    Social Security & Pension Optimization

  • Medical ID Card

    Healthcare & Long-Term Care Planning

  • Piggy Bank

    Estate & Legacy Planning

Who We Help

Custom Financial Planning for Individuals, Families, and Business Owners

  • Pre-Retirees (45–60 yrs)

  • Retirees

  • Business Owners preparing for exit

  • High-income professionals planning early retirement

How It Works

  1. Discovery Call

  2. Retirement Goals & Risk Review

  3. Plan Design (Assets, Investments, Timeline)

  4. Implementation & Optimization

  5. Annual Plan Review

Why Choose One Advisory Partners

At ONE Advisory Partners, we prioritize your interests above all else. As a fiduciary and fee-only firm, we provide unbiased, transparent financial advice tailored to your unique situation.
We believe that every client deserves a personalized approach that reflects their goals and values. Our commitment is to empower you with clarity and confidence at every step of your financial journey.

Our distinctive flat-fee structure ensures that our guidance is aligned solely with your goals, free from commissions or sales pressures. With a passionate team dedicated to education, empowerment, and measurable value, we support you through every phase of your financial life. We specialize in helping busy professionals and families transition confidently from career success to a fulfilling retirement, offering comprehensive, personalized retirement planning built on clarity, trust, and expert collaboration.

Client Testimonials / Success Stories

  • Black background with a blue thumbs-up icon surrounded by six blue stars above the word 'Review'.

    “I’ve been working with Jon for the last year or so. He has helped my wife and me get our financial house in order and determine where we stand for retirement. He’s recommended people to help with estate planning, is helping us invest more wisely, has provided great advice regarding the difficult decisions to purchase additional life insurance and long-term care insurance, and has already helped us reduce our tax burden significantly. I’ve referred multiple people to him and will continue to do so. My only regret is that I did not hire him years earlier.”

    Relationship to Financial Advisor: Client as of Apr 2, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Mountain range with snow-capped peaks and a cloudy sky and some grassland in the foreground.

    "My wife and I have first met Ron Sanders nearly 15 years ago. He and his company have managed our retirement assets since that time. We have always been impressed with the service received and the financial performance achieved."

    Relationship to Financial Advisor:Client as of Jun 1, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interest.

  • Black and white illustration of a person punching a punching bag, with a thumb-up and stars above their head.

    “Dan Miller has helped us a lot to navigate our finances. His experience has made a big difference in helping us understand money management. We trust the way that he manages our investments. He has always provided answers to our questions and has given us much needed guidance with major money decisions. Dan is professional but yet very friendly and approachable. We have recommended him in the past and wouldn't hesitate to do so in the future.”

    Relationship to Financial Advisor: Client as of Apr 10, 2024
    Compensation: This reviewer received no compensation for this review.
    Conflicts of Interest: There are no material conflicts of interes

Meet Your Retirement Advisors

Featured
Ron Sanders
Ron Sanders

Co‑Founder & Managing Partner

Jonathan Booze J.D., CFP®, AIF®
Jonathan Booze J.D., CFP®, AIF®

Senior Partner & Co‑Founder

Dan Miller CFP®
Dan Miller CFP®

Wealth Advisor

Christel Turkiewicz, CRPC®, CDFA®
Christel Turkiewicz, CRPC®, CDFA®

Wealth Advisor

William Snider
William Snider

Wealth Advisor

Scott A. Rojas, CFP®
Scott A. Rojas, CFP®

Wealth Advisor

At ONE Advisory Partners, our mission is to bring clarity and confidence to your journey from career success into a fulfilling retirement. Founded on the belief that every client deserves personalized attention and truly unbiased advice, we’ve dedicated our practice to helping successful professionals and families navigate one of life’s most important transitions—retirement.

Our Philosophy

Our founding principle is simple: put the client’s interests first, always. As a fiduciary and fee-only firm, we are committed to objectivity and transparency at every step. Our distinctive, predominately flat-fee structure means you receive advice that’s truly aligned with your goals, not driven by commissions or sales quotas. At ONE Advisory Partners, you’ll find a team passionate about education, empowerment, and delivering measurable value through every phase of your financial life.

Wooden desk with a laptop, a newspaper, a black pen, a cup of coffee, and a smartphone near a window with daylight.

FAQs

  • Ideally, retirement planning should begin as early as possible—often in your 30s or 40s. However, it’s never too late to start. The earlier you plan, the more time your investments have to grow and support your future goals.

  • Our services cover retirement goal setting, investment planning, tax-efficient withdrawal strategies, Social Security optimization, healthcare planning, and estate or legacy planning—tailored to your personal timeline and needs.

  • We begin by understanding your retirement goals, current assets, income sources, and risk tolerance. Then we build a financial roadmap to align your resources with your retirement lifestyle and timeline.

  • Yes. While a 401(k) is a great start, a complete retirement plan includes investment strategies, income planning, tax management, healthcare coverage, and more to ensure a secure and comfortable retirement.

  • The amount varies based on lifestyle, location, and healthcare needs. A typical benchmark is 70–80% of your pre-retirement income annually, but a tailored retirement plan gives a clearer picture based on your unique goals.

  • Absolutely. We specialize in working with high-income professionals and business owners who want to retire early, helping them build retirement financial plans that maximize savings and minimize penalties.

  • Tax efficiency is critical during retirement. We help structure your withdrawals, investments, and account types to reduce tax liabilities and preserve more of your income throughout retirement.

  • Yes. We provide strategies on when and how to claim Social Security, coordinate pension benefits, and integrate them into your broader retirement income plan for maximum long-term value.

  • Retirement plans are typically reviewed annually, or more frequently if there are significant changes in your financial situation, goals, or market conditions.

  • We support pre-retirees, retirees, business owners planning succession, and professionals preparing for early retirement—offering guidance tailored to each stage and goal.

Plan for Retirement with Confidence

Take the first step to feeling confident you finally have a solid plan of action to achieve both your financial and lifestyle objectives. Schedule an introductory call today.

Helping clients nationwide with clients in major cities such as San Francisco, New York, and Los Angeles