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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

More Newsletters →

Market Watch

January 27, 2012 @ 05:44 PM

Dow Jones Industrials	12,660.46	- 74.17
Nasdaq Composite	2,816.55	+ 11.27
S&P 500	1,316.33	- 2.10
NYSE Composite	7,876.61	- 7.29
OSX Oil Service Sector Index	239.65	+ 2.99

[ Markets | Charts | Quotes | Portfolio ]

Robert Berriman is a Registered Representative and Investment Advisor Representative of and offers 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.