Individual

INDIVIDUAL-2

We all have dreams and goals, plans for our present and future. At One Source Advisory, we look at your entire financial picture and work with you to help make sure you are on track to reach those goals. Since every one of our clients are different, every plan is catered to your family’s wants and needs. Your financial well-being comes first as we look to build and maintain long-term relationships based on integrity and responsiveness. Here is a listing of some of the services we can offer:

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • 401(k) Rollovers
  • Brokerage Accounts (Mutual Funds & Stocks)
  • College Funding
  • Annuities
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Budget Planning
  • Medicare Plans
  • Health Insurance
  • MarketPlace Plans
  • Dental Insurance
  • Vision Insurance

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