Financial Sources, Inc., (FSI) is a trusted independent financial advisor and planning firm, located in Bethlehem, Pennsylvania. While the center of our operation is in the Lehigh Valley, we assist clients from all across the country. When our clients move they take us with them.
Since 1986, we have helped our clients, before and during retirement, in making the right decision for them to achieve their financial goals. We are confident we can do the same for you.
We organize and simplify the financial lives of individual investors and their families.
We help them to define and achieve their financial goals.
We specialize in generational planning.
We help to grow and protect their wealth.
We are specialists in providing a structured and customized financial plan with tailored strategies that help to provide you with:
- A game plan for a sustainable lifestyle during retirement
- Enough income to enjoy travel and other recreational pursuits that you enjoy
- Income to help pay for those unforeseeable and unplanned life events
Our team has broad and deep experience in comprehensive retirement planning, investment management, estate planning, finance, insurance, and tax planning.
Let us help guide you toward and through a worry- and stress-free retirement.
