Wealth Management & Retirement Plan Consultants
At ONE Source Financial Group, Inc. it is our ONE goal to prepare you to better understand your investments and wealth management goals. Our website will give you the tools to seek out a variety of products and services. We also offer links to other sites to keep you informed about current pertinent information going on outside our company – the market, retirement needs and the most recent information out there in the financial tabloids.
Small business owners, business professionals and individuals alike need to be more proactive to your approach to personal goals as they apply to your present financial situation. You can’t just take the backseat anymore. It is your future; don’t you want to make sure you are going in the right direction?
There is a wealth of information to be found on our website and it’s only a click away. Add us to your “Favorites” and check us out on Facebook.
ONE Source was founded on ethical principles, values and trust. We look forward to helping secure your future. We do the right thing, even when no one is looking! And, we have been doing it since 1988.
Give us the opportunity to answer your questions. Set up an appointment to meet with one of our investment professionals. Contact us at (800)779-1262 or email us at claire@osfgroup.com.
Check the background of this investment professional on FINRA's BrokerCheck
Newsletters
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?