Financial Sources Inc. (FSI) provides comprehensive financial planning, tax planning, investment management and estate planning for:
- retirees and persons planning for retirement,
- affluent individuals and families
- successful small businesses.
We specialize in fee-based asset 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.
Our specialty is serving the asset-management needs of people with $100,000 or more to invest.
Partner with an expert
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
- Accumulation: how to target asset growth
- Retirement planning: how to target distribution of your assets in a tax-advantaged way
- Estate planning: how to preserve your assets
- Risk management: how to protect your assets
- Business planning: how to grow and manage your business
- Taxation: how to minimize your tax burden
Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future.
Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
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.