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Flipbooks

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Contact Us

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Calculators

You can review interesting Flipbooks on my site.

Welcome to OneSource Wealth Management

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At OneSource Wealth Management we are Retirement Investment and Financial Planning Experts dedicated to serving you, a member of our community.

We specialize in helping people who are retired or about to retire enchance and protect their investment portfolios.

The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care.

In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your Investment and Financial Planning needs.

If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation or Call 916-967-3500.

We look forward to helping you exceed your financial dreams.

Best Regards,

John Scambray,CPM
Chief Executive Officer

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explores how investment strategy changes once retirement begins.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much life insurance would you need to produce a sufficient income stream for your family?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck