Your Goals. Our Commitment.
There are many providers who can sell you a financial product. You can even make purchases for some products online.
At inSOURCE Financial Advisors, we will not make a recommendation to you, our client, before we have fully assessed your needs and goals. We have honest conversations about possibilities and limitations, and if you are off-track from your goals, we help you get back on track.
This is accomplished by getting to know you, creating a financial plan, and making sure we focus on the long-term picture as well as any short-term concerns.
Personal Planning
Personal Financial Planning is a comprehensive plan, projecting many years into the future. It isn't just for those with a lot of money. A financial plan safeguards you against life's surprises. It includes details about your income, savings, investments, expenditures, debt, and insurance. It includes:
Asset Allocation Strategies- Tax Planning
- Investments - Mutual Funds, Stocks, and Bonds
- Retirement Planning
- Education Funds
Risk Management
Risk Management is all about protecting your financial status. Your financial status will be safer if you have a plan in place to handle unexpected situations. Many circumstances can impact your finances and risk management will help you ride out those changes. The plan includes:
- Life Insurance
- Disability Income Protection
- Long-Term Care Options
- Health Insurance and Ancillary Coverages
Estate Planning
Estate Planning is not just about writing a will. Simply put, an estate plan is a broader plan of action for your assets that may apply during your life as well as after your death. A will, on the other hand, dictates where your assets will go after you die, who will be the guardian of your children, and more. So, while a will is often part of an estate plan, an estate plan covers much more ground. It includes:
- Wealth Transfer Strategies
- Life Insurance
- Trusts and Wills
- Charitable Giving
