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Financial planning is the process of helping clients meet their financial needs today and reach their dreams and goals tomorrow

Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, a conversation with an advisor can make financial planning more manageable

Our approach considers all parts of your financial life As you look ahead to the future — especially retirement — you may be wondering:

  • Will you be able to balance the needs of today with tomorrow’s goals?

  • Will you have enough money to live life on your terms?

  • Can you protect yourself and your loved-ones from the certainty of uncertainty?

  • Will you be able to leave a legacy for the people or causes you care about?

Now imagine the confidence you could feel with a One Source Health & Wealth Management financial advisor at your side to help answer your questions and offer the advice and guidance you need to map out a plan.

It’s based on a personal relationship

No matter where you find yourself today or see yourself in the future, a financial planning relationship with a One Source Health & Wealth Management financial advisor can help you find your financial balance and bring your dreams and goals more within reach.

Our approach to financial planning starts with a one-on-one conversation. At its core is a personal relationship with an advisor dedicated to helping you reach the future you imagine, on your own terms, in a way that is convenient for you.

It all starts with learning about you. Your advisor will take the time to:

  • Listen closely to you and learn what you value

  • Analyze your current financial situation

  • Understand your feelings about managing money

Then your advisor will offer personalized advice and guidance to help you reach your financial goals. One Source Health & Wealth Management advisors have access to a broad array of solutions to help you plan for your confident future.

And once you have a plan in place, you’ll feel greater peace of mind knowing that your advisor will stay with you over time, helping you track your progress toward your goals and making adjustments along the way when your life or dreams change.