ONE Source Financial Group, Inc.

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Wealth Management & Retirement Plan Consultants

ONE Source Financial Group, Inc. is your ONE Source for pursuing your investment and wealth management goals. Welcome to our website, where you will learn about the variety of services we provide.

As a small business owner, business professional, or individual, the first step for you is to take a proactive approach to your personal financial situation.

Our website will not only introduce you to our company services, but it will provide you with a wealth of educational materials, articles, newsletters, calculators, and other tools, which are all designed to help keep you current on financial situations, issues and trends.

We are here to help provide you with timely and accurate financial services, along with the finest products and services available. Be sure to add our website to your list of “favorites” in your internet browser, and also find us on Facebook. ONE Source Financial Group, Inc. was founded on principles that place paramount value on your financial goals and dreams. We look forward to helping you secure your future.

If you have any questions or would like to meet with one of our investment professionals, contact us at (800) 779-1262 or e-mail us at info@osfgroup.com. We look forward to helping you secure your future. At ONE Source, we do the right thing, even when no one is looking!

Robert S. Berriman
President

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
iMoney

Ideas to help simplify everyday finances.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

More Newsletters →

Market Watch

May 24, 2012 @ 04:31 AM

Dow Jones Industrials	12,496.15	- 6.66
Nasdaq Composite	2,850.12	+ 11.04
S&P 500	1,318.86	+ 2.23
NYSE Composite	7,540.89	- 1.68
OSX Oil Service Sector Index	209.60	+ 2.64

[ Markets | Charts | Quotes | Portfolio ]

Robert Berriman and Dan Jamroz are Registered Representatives and Investment Advisor Representatives of and offer securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. ONE Source Financial is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised from WRP Investments, Inc. office at 4407 Belmont Avenue, Youngstown, OH 44505. 800-589-2023. Securities activities are available to residents of the following states only: CA, CT, FL, MA, NJ, NY, OH, SC, VT and WA, for Robert Berriman, and to residents of the following states only: MA, CT, NJ, NY, and VT for Daniel Jamroz.