One Overvue

One Overvue SIMPLIFY MONEY. LIVE YOUR LIFE.®

Are you saving for your child’s future?  🎓✨ Today is National 529 Day.  At ONE OVERVUE, we simplify money so you can liv...
05/29/2026

Are you saving for your child’s future? 🎓✨ Today is National 529 Day. At ONE OVERVUE, we simplify money so you can live your life. A 529 Plan lets you save with tax-free growth and tax-free withdrawals for education. Start today, give your kids every opportunity, and focus on what matters most- your family. 💙

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“Freedom is never more than one generation away from extinction. We didn’t pass it to our children in the bloodstream. I...
05/25/2026

“Freedom is never more than one generation away from extinction. We didn’t pass it to our children in the bloodstream. It must be fought for, protected and handed on for them to do the same, or one day we will spend our sunset years telling our children and our children’s children what it was once like in the United States where men were free.” - Ronald Reagan

All ONE OVERVUE offices are closed today in observance of the holiday.

Today, we celebrate all the Mothers who love, guide, and nurture us in countless ways!Thank you for all the ways you mak...
05/10/2026

Today, we celebrate all the Mothers who love, guide, and nurture us in countless ways!

Thank you for all the ways you make our world brighter and our hearts fuller. 💐

04/30/2026

We love getting to host events that allow our ONE OVERVUE® clients to mingle, ask questions, and learn. Thank you to our clients for showing up and to our TEAM for always working hard to provide the best service! 👏

How do you say happy without any words?  Your SMILE!!  ☺️ Thank you for joining us at Coffee ☕ & Conversations 🗣️at our ...
04/29/2026

How do you say happy without any words? Your SMILE!! ☺️ Thank you for joining us at Coffee ☕ & Conversations 🗣️at our Indialantic office! We had fun chatting over coffee, tea and treats today!

Are you part of a super team?  We are grateful for "teamwork" at ONE OVERVUE!  Cheers to Administrative Assistant's Day!...
04/22/2026

Are you part of a super team? We are grateful for "teamwork" at ONE OVERVUE!

Cheers to Administrative Assistant's Day!




A tax refund can be a welcome surprise but deciding what to do with it matters.From tackling high-interest debt to contr...
04/20/2026

A tax refund can be a welcome surprise but deciding what to do with it matters.
From tackling high-interest debt to contributing to long-term goals (or simply treating yourself), every choice can reflect what’s most meaningful to you.



Sources:
FINRA, “6 Smart Ways to Use Your Tax Refund,” March 18, 2025

CNBC Select, “5 Smart Ways to Spend Your Tax Refund,” April 11, 2025

Please join us in welcoming Eric Holmes to the team as a Wealth Manager! 🎉With over 20 years of experience as a Financia...
04/06/2026

Please join us in welcoming Eric Holmes to the team as a Wealth Manager! 🎉

With over 20 years of experience as a Financial Advisor specializing in retirement services, Eric excels in building lasting client trust. We’re excited to have you, Eric!

Address

1955 22nd Avenue
Vero Beach, FL
32960

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