Products & Services

ONE Source Financial Group, Inc. offers a wide range of services to both individual and business clients. Our clients range in size from individuals to start-up enterprises to those with millions of dollars in sales. We have been providing business advice since 1988.

Every one of our clients receives the personal attention of a ONE Source Investment Professional. When you visit us, you will be welcomed by a team of advisors that will recommend investments that are consistent with your unique objectives.

At our firm, we provide expert assistance  in the following areas:

RETIREMENT PLAN SERVICES       

• Enrollment Services
• Individual Retirement Planning Analyses for Employees
• Employee Communication Materials
• Employee Investment Advisory Services
• Instant Access to Account Information
• Customized Plan Design
• Record Keeping
• Employer Summary and Individual Participant Statements

INVESTMENT SERVICES

• Stocks, Bonds and Mutual Funds
• Variable and Fixed Annuities/IRAs
• Fee based Investment Advisory
• 529 Plans
• Brokerage Accounts
• Asset Allocation  
• Asset Rebalancing

INSURANCE PROGRAMS

• Life Insurance 
• Disability Insurance 
• Health Insurance
• Long Term Care

 BUSINESS PLANNING AND EMPLOYEE BENEFITS

• Executive Benefits
• Deferred Compensation
• Buy-Sell Funding
• Key Person Coverage   
• Employee Benefits - Life/Health/Dental & Disability Insurance