After earning and losing his wealth in the market during the dot com crash of 2000 and the great recession of ’08, he went on a quest to find a way to not only earn money, but KEEP the savings & growth and use it in a retirement plan that you can’t outlive! He believes he discovered that there is a way to accomplish the goal of financial freedom and describes the process by writing the foreword in the book: Peace of Mind Planning: Losing Money is No Longer an Option, where the author outlines for the aspiring retiree in great details the power of using all available assets, risk abatement strategies and tax reduction tools.
In this website, Blake’s goal is to help the clients within 5 years of retiring to learn about and Focus on the Four Pillars of Retirement: Medicare & Long-term care Insurance – Social Security claiming strategies – Integrating Retirement products while – Optimizing tax-efficiency. There are many ways to plan your retirement and lots of advisors will offer their opinion. However, we don’t offer an opinion but offer mathematical and actuarial factual proven strategies to retire without running out of money.
Blake and his team work with current clients and their friends through referrals by offering services and products from OneSource Financial for those entering retirement/ OneSource Wealth Advisors for those still building their plan and asset protection planning – OneSource Insurance for personal lines insurance such as auto-home- flood-life-personal umbrella plans and OneSource Group for business clients for payroll-benefits-workers comp-401-K and executive bonus plans.
Please reach out to us for any of the above-mentioned services by clicking the links below:
When Blake is not working and helping clients- he loves to watch his two girls Cheyenne and Chelsea sing, dance and act and play ball or fish with his son Blake. Blake is happily married to Darlayna for the past 22 years! The family attends church at Christ Fellowship- Vero Beach. The company and family support children in foreign countries through Compassion International and World Vision as well as supporting our veterans through Wounded Warriors and various local charities and schools.
Blake M. Campbell, Sr, CCFS
OneSource Financial Group
601 21st Street | Third Floor
Vero Beach | FL | 32960