Services
Financial Sources provides comprehensive financial planning, tax planning, investment management and estate planning for:
- retirees and persons planning for retirement,
- affluent individuals and families, and
- successful small businesses.
We specialize in fee-based money management and financial planning.
Our services are tailored to your individual circumstances. As your needs evolve, we monitor, manage and adapt your plan and portfolio accordingly.
While our specialty is serving the money-management needs of people with $100,000 or more to invest.
In addition, our business network includes highly qualified, trustworthy professionals in related areas such as accounting, estate planning, insurance, tax planning, law, real estate, and employee benefits.