Financial Workshop |
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To take the first step in planning your financial future, please select one of the following analysis areas: Free Retirement Analysis: This form will provide Financial Sources, Inc. with the necessary information for your free Retirement Analysis. Find out where you are in planning for a happy retirement. Go to the Retirement Analysis form Free College Planner: Financial Sources, Inc. will provide a planner that shows you what is needed so as to insure that necessary funding is available for your children when they go to college. This report will be based on the age of each of your children, the school that you envision for them, and the savings that you have already designated for college tuition and expenses. Go to the College Planning form Long-Term Care: Every day retirees who thought they had enough money to live in comfort become destitute from paying the cost of long-term care from out of their assets. Read more and get an online evaluation. Your Mutual Funds: Do your stocks and mutual funds still meet your objectives? How do your stocks or mutual funds rank with their peer group? How do they rank with the major indices? Read more and get an online portfolio analysis . Life Insurance: You may be paying too much for your life insurance, robbing you of money that could go into your investment portfolio or buy your family more protection. Benefits and costs vary a great deal, but Financial Sources has streamlined the shopping process for you. Read more and get a personalized policy quote. Rule of 72: Interested in learning what the "Rule of 72" is? Go to the Rule of 72 Free Complete Financial Review: Let Financial Sources, Inc. provide you with a complete financial analysis. You have two options: To open the PDF version you will need Adobe Acrobat Reader, which is available free from Adobe's web site. * For those who choose to fill out the form online, we recommend printing out the PDF version of the form beforehand to use as a worksheet. In order to best serve your needs, the Personal Financial Analysis form asks for detailed financial information. This information will be used only by FSI, and only to create your financial profile. Please review our Privacy Statement for more details. We look forward to hearing from you! |
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