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One Strategic Capital, Inc.

249 Winslow Way East, Suite 100
Bainbridge Island, WA 98110
Phone:
  • (206) 397-4890
Fax:
  • (206) 397-4894

Insurance Advisory

Whether you are looking for guidance on life insurance business buy-sell coverage, premium finance strategies, executive benefits, estate liquidity and wealth transfer strategies, long-term care insurance, disability insurance (overhead, buyout, loan indemnification, key person), captive insurance companies, or anything in between we can help!

Insurance Advisory

Client Portal

Log-In to a 360 degree view of your accounts. If you have not received access, please let us know.

Client Portal

Employee Benefit & Retirement Plans

We provide services to 401(k) Plans, Profit Sharing Plans, 403(b) and 457 Plans for nonprofit and governmental organizations, Non-Qualified Deferred Compensation, Defined Benefit and Cash Balance Plans, and Employee Stock Ownership Plans (ESOP).

Employee Benefit & Retirement Plans

Creating, Preserving, Protecting

One Strategic Capital, Inc. is a fee based, comprehensive financial advisory firm dedicated to creating a secure financial future for businesses and their owners, for professionals and their practices, and for individuals and their families.  

Built one relationship at a time over nearly a half century, we are honored that many of our clients, their children or successors, continue to rely on us to help them create financial structures that manage the accumulation, protection and transfer of both personal and business wealth. We also incorporate a network of highly-regarded accounting, trust and legal professionals to provide our clients with comprehensive solutions designed to address the pressing financial issues of today’s new realities. 

Here is a short list of the things we manage for our clients:

  • Solutions to Better Protect Assets
  • Comprehensive Retirement Planning for Individuals and Companies
  • Innovative Tax Mitigation Strategies.
  • Socially Responsible Investing (SRI) & ESG Strategies
  • Estate, Legacy and Gift Planning
  • Education Funding
  • Business Transition and Succession Planning
  • Risk Based Investing Strategies.

Whatever your goals may be as an individual investor, business owner or professional, One Strategic Capital, Inc. has the innovative resources to meet your needs! Talk to our team today and see for yourself how we may be able to assist you in your pursuit of financial security.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck