ONE Source Wealth Management
Products & Services
ONE Source Wealth Management 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:
INVESTMENT SERVICES
Fee Based Investment Advisory
Stocks, Bonds, ETFs and Mutual Funds
IRAs
Brokerage Accounts
529 Plans
Fixed and Variable Annuities
Asset Allocation
Asset Rebalancing
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
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
Contact us to get started.