One Source Health and Wealth Insurance Services is a licensed California life, health, commercial, property and casualty insurance agency.
One Source Health and Wealth Management is an independent SEC registered investment advisory firm. Both are owned by:
Voluntary Benefits Advisory Network, LLC
80 Iron Point Circle, Suite 200
Folsom, CA 95630
CA License No: 0C52673
Voluntary Benefits Advisory Network, LLC d/b/a One Source Health & Wealth Management (“One Source”) is a Registered Investment Advisor (“RIA”), located in the State of Arizona. One Source provides investment advisory and related services for clients nationally. One Source will maintain all applicable registration and licenses as required by the various states in which One Source conducts business, as applicable. One Source renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://www.healthwealthadvisory.com (“Website”) or any of the information or services provided by Voluntary Benefits Advisory Network, LLC d/b/a One Source Health & Wealth Management (collectively “One Source”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by One Source in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
One Source reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on January 19, 2016.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This web site is intended to provide general information about One Source and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. One Source does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise One Source, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
One Source will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may contact us to request a free copy via .pdf or hardcopy.