Name: OneSource - Health and Wealth Advisory | Folsom, CA
Address: 4080 Cavitt Stallman Rd., Granite Bay, CA, 95746, US
Telephone: 916-967-3500

"Legacy Wealth Generator" Workshop - Walnut Creek, CA

Join Us in Walnut Creek, CA, Wednesday April 29, 2026. Complimentary Retiree Workshop & Dinner Included at Diablo Hills Golf Club, Walnut Creek, CA.

Download Our 2025 Recap & 2026 Preview Newsletter

Get a clear summary of key policy, tax, and market themes from 2025 - plus planning opportunities for 2026 we are watching next. Get our latest newsletter here.

DOWNLOAD IT HERE

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm to 7:30pm

RSVP at 916-967-3500

Free Wealth Generator Retirement Workshop

Free Retiree and Pre-Retiree Dinner Workshop at Diablo Hills Golf Club Wednesday April 29, 2026 6:00pm to 7:30pm

RSVP at 916-967-3500

Listen to the Wise Money Guys Podcast

Each week you can listen to the Wise Money Guy's Weekly Radio Show Live on KSTE 650am Saturdays at 11am. You can also listen to the Wise Money Guys streaming Podcast.

Listen to Podcast

Contact Us

Please feel free to contact us with any questions.

Welcome to OneSource Wealth Management

Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

IRA Eligibility

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators