Clients

Individuals and Families

Many individuals/families find they need a personal financial advisor to handle their finances. OneSource can help manage your personal finances with discretion and strict confidence. We also provide a full array of personal financial planning services to help preserve your family assets. We offer:

Personal accounting management that can:
- Organize your financial life
- Establish personal budgets
- Handle multiple checking accounts
- Pay bills
- Provide monthly expenditure reports
- Accumulate data needed for tax return
- Other services as requested
Tax planning and tax return preparation
Retirement planning
Estates, trusts and family wealth planning
College financing advice
Financial literacy information for children and grandchildren

Helpful Links:

H.I.P. Pocket Change - A website about money just for kids, created by the U.S. Mint.

U.S. Mint - This links to a page for parents/teachers about financial literacy for kids.

Saving for College - This well regarded website by CPA and author Joseph Hurley offers detailed information on college savings plans offered by every state.

MyMoney.gov - Offers financial information specifically for teachers, parents, women and youth to help manage money.

"OneSource worked to fit their expertise to what my company really needed, not the other way around. They provided key guidance in particularly challenging situations, and always kept our best business interests at the forefront."

Larry Stottlemyer, President
Adventure Park USA, LLC.

OneSource Professional Services Group
400 Professional Drive • Suite 310 • Gaithersburg, MD 20879
Toll Free: 877.517.6872 • Main: 240.864.0431 • Fax: 240.864.0450
© Copyright 2012 OneSource PSG, Inc. All Rights Reserved

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