Blake M. Campbell, Sr. CKA, CCFS®
Integrated Investments & Insurance
Blake Campbell is a financial advisor, insurance agent, and a benefit consultant with over 25 years of practical business experience. Blake earned his finance degree from Auburn University and a Master’s in Hospital Administration from The University of Alabama-Birmingham. However, Blake will tell you enthusiastically that he earned his ‘Ph.D.’ from the School of Hard Knocks!
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! After much research and investigation, he knows 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 Roccy Defranceso, JD 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 with the goal of accumulating wealth while at the same time protect their assets from ALL creditors: the IRS, potential lawsuits, inflation, and future long-term care needs. This approach is focused on Integrating wealth management tactical approaches while optimizing tax efficiency and minimizing losses. 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: https://OneSourceFinancial.net | https://OneSource.Group | and https://OneSourceInsurance.net.
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.