John Cpm's Contact Details

John Cpm's Company Details

OneSource Health & Wealth Management

Granite Bay, California, United States • 7 Employees
Financial Services

Health and Wealth Management for Business, Employees, Families and Individuals. OneSource Health and Wealth Management is an independent registered investment advisory firm and insurance agency. We first established a Voluntary Benefits Advisory Network to address the needs of small to mid-sized businesses, giving employers and their employees access to attractive rates and plans from carriers typically only given to large organizations. After helping hundreds of business groups, and thousands of employees with their benefits and insurance needs, we recognized that our clients needed broader financial planning and asset management solutions that worked in conjunction with their core benefits. Our MissionOneSource Health and Wealth Management strives to provide expertise and professional services using comprehensive strategies of integration, coordination and communication of all areas of planning. Partnering with brokers and advisors utilizing voluntary benefits, retirement plan management, investments and financial planning solutions for institutions, employees, and individuals.Our ExpertiseWith over 37 years of combined insurance, investment, wealth management and voluntary benefits experience, OneSource has the ability to embrace changing market opportunities such as health care reform, changes in company sponsored retirement plans, etc..Our highly experienced team, products and technology position our company and yours for long-term success. Our PassionHelping our clients with customized benefit, investment and insurance solutions utilizing a cash flow based financial planning approach. Creating exclusive financial strategies for businesses, employers, individuals and families to meet or exceed their goals and objectives, before and during retirement.