Expanding Expectations

Picking a financial advisor is one of the most critical decisions you can make in managing your wealth. You want to be sure you are picking the right financial planner, who is giving you advice for the right reasons.

The Your Source Financial Team includes decades of experience in financial planning. Our experts in investing and financial planning include professionals from a variety of disciplines, so that we can look at your overall financial portfolio as a whole and make sure your assets are working for you.

And, our firm is committed to an almost old-fashioned approach to customer service. When you call on us, you talk to the principals of the firm, the people who will work with you from start to finish to make sure your financial objectives are met. We take great pride in our ability to work with clients to define what their goals are, and develop a financial plan to help them achieve those goals.

Our combination of extensive expertise, a commitment to quality service and an approach that puts your needs first that makes Your Source Financial a strong choice for your financial planning needs.

Investment Management

Since our founding, we have taken a long-term approach to investing that relies on realistic expectations of returns, diversification of assets and proprietary research. It’s a time-proven approach that eschews the latest fads and focuses on the big picture. We are also an active fixed-income manager. So rather than simply holding your bonds to maturity, we continually look for opportunities to improve your return by making timely changes to the duration and credit quality of the securities in your portfolio.

Financial Planning

Our method of doing business focuses on your needs as we sit down with you and discuss your financial goals, challenges and aspirations and help develop a long-term financial plan that meets your specific needs. We also take into account the best- and worst-case scenarios for your financial future, so that no matter what happens, you and your family can be as prepared as possible.

Insurance & Risk Management

Your Source clients can enjoy the finest life and health insurance coverage available today. As independent agents, we are not restricted to a single company’s products. We select the most suitable life insurance programs that will protect you, your family, your business and employees. Our resources include more than 30 top insurance companies. Your Source takes diligent care in recommending companies that earn the highest ratings from the various rating companies.

Comprehensive Accounting and Tax Services

Your Source Accounting is ready to help, whether it’s ensuring that your personal or corporate tax returns are properly completed with the maximum amount of benefit for you possible or overseeing your company’s daily accounting and bookkeeping function. Additionally, because Your Source Accounting works in concert with the rest of the financial team at Your Source, you can be sure your money is being handled in the most effective and efficient way possible.

Employee Benefit Plans

Your Source Financial can help your company or organization construct, implement, and service a quality and affordable benefit plan. Our team has extensive knowledge of retirement plan construction and management, including health and life insurance, disability coverage, 401(k) plans, profit sharing or defined benefit plans.

Business Planning

We work with individual proprietors, small companies and larger companies to help ensure they are maximizing their business revenue and preparing for long-term success. Our experts are familiar with the essential and dynamic components of a successful business, and can be a tremendous asset in ensuring profitability.