Our Process

Our Process

Working Together to Achieve Your Goals

At First Source Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with everything they need to plan for the future.

  • Retirement Planning

  • Planning for Business Owners & Executives

  • Long Term Care Planning

  • Estate Planning & Legacy Planning

  • Life Insurance Planning

  • Disability Income Insurance Planning

  • Life & Annuity Policy Reviews

  • Wealth Transfer Planning

We see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At First Source Financial, we work hard to bring our clients financial solutions that are designed to help them achieve security and to protect their loved ones.

We've Got You Covered

Learn more about how we can help you protect your loved ones and pass on a legacy.

We've Got You Covered

Learn more about how we can help you protect your loved ones and pass on a legacy.

We've Got You Covered

Learn more about how we can help you protect your loved ones and pass on a legacy.

We've Got You Covered

Learn more about how we can help you protect your loved ones and pass on a legacy.

First Source Financial's Three Step Process

Introductions

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Building Your Plan

In our next meeting, we will begin building your plan. We will cover Life Insurance, Long-Term Care and Social Security as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

Proactive Management

As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives. We're always here for you!