Wealth Management

Wealth Management

Timeless solutions for financial prosperity.

 

We are your pathway to financial success.

About OneSource Wealth Management

OneSource Wealth Management was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

Our Principles Set the Standard for Success

At OneSource Wealth Management , we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

 

Planning for retirement, families and business.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

 

All the right services to get the job done.

One SourceWealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's important journeys, thus earning us a solid reputation in our industry. We create a customized plan for financial stability and independence in retirement.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

Planning for retirement is a customized process where we’ll combine your investments, forecasting, budgeting, and your retirement goals into one cohesive plan to ensure you celebrate this time in life.

These goals are our only focus in your retirement plan. Retirement planning doesn’t have to be complicated.

401K Rollovers

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Check out the 401k Optimizer here.

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

 

Complete List of Services

  • Social Security Planning
  • Retirement Planning
  • Insurance Planning
  • Wealth Transfer Strategies
  • College Planning
  • Charitable Giving
  • IRAs
  • Annuities (Variable, Fixed, Indexed)
  • Mutual Funds
  • Investment Products (401k, REITs, etc)
  • Personal Life Insurance
  • Business Insurance Planning
  • Disability Income Insurance
  • Long Term Care Insurance
  • Employment Retirement Rollovers

 

 

 

Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Blake M. Campbell and/or OneSource Financial Group are not affiliated with or endorsed by the Social Security Administration or any other government agency.