Our Philosophy: An Integrated Approach to Nurturing Your Wealth
Your Source Financial takes a different approach to financial planning. Our “fee-based” approach means you get the best financial advice possible, without having to worry about being “sold” on a financial product. We look at every financial avenue objectively and give you the best counsel for your specific needs.
What does “fee-based” mean for you? It means that we provide advice, not investment products, and are are not compensated for investment transactions. You are advised in advance as to our fees.
As a result, we focus on your priorities and not the need to sell a product or a product’s performance, so you can trust that our recommendations are based on your best interests, not ours.