Products & Services

Financial planning

OneSource Group is a boutique advisory firm that offers both insurance & investment services to individuals in addition to specialized tax incentive plans for businesses. Our practice is built on the premise that each business and individual is unique- and therefore, requires a specialized approach to your specific needs.

Insurance

We have been in the insurance business for over 20 years making sure you and your family are covered. Everything from life and home insurance to auto, rv and more, we pretty much insure everything of value in your life.

Wealth Management

Helping your money work the best for you is what we do. Our comprehensive approach to financial planning is the key to your financial success. Contact us today for a free consultation and assessment and lets get started. Click the button to got to our Wealth Management site.

Business Consulting

At OneSource, we are in the business of helping your business succeed. From finances and taxes to management support, we truly are your one source for all things business. Click the button below to go to our Business Consulting site.

Contact

601 21st Street
Suite 300
Vero Beach, FL 32960
Email
Blake@OneSource.Group
Phone
772-569-4959
Mobile
954-709-1306
Toll Free
866-895-1222
Fax
866-521-5312

Contact Form

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

© 2019 OneSource Financial Group All rights reserved.