Onesta Wealth Management

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Onesta Wealth Management ™

Helping Families Thrive ™ - We are a fiduciary, by choice.

SECURE Act Passed, Signed by President

Ed Slott, CPA

The SECURE Act has passed and now is the time to meet with Rick Loek, a Master Elite IRA Advisor.  The coming year everyone will want to review their retirement accounts and legacy planning options.  In this video Ed Slott gives some information about the changes that are coming in 2020.

Schedule your meeting below, please**.  If you are not currently a client, don’t worry you too can schedule a call with Rick.  No obligation, no commitment and most important – no pressure.

**We respect your privacy and never share your information – never.