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Our Vision

When inSOURCE was formed, we felt that we could direct our business plan into four general areas: Group Employee Benefits, Retirement Strategies, Life Insurance Strategies, and Estate Organization. By focusing on these four areas we are better able to provide the most current and competitive strategies to our clients while maintaining the level of proficiency they will expect. 

Our Mission at inSOURCE is simple. We want to meet or exceed your service expectations. Our goal in all business dealings is to provide products which best serve your needs. Our professionalism, competence, and continued education will help you reach your financial goals. Our objective is to work hard and work smart, keeping our priorities of family and work in proper perspective. 

Thank You for stopping at our website. We hope you find the information useful, and we encourage you to contact us if you are interested in learning more about how we can serve you or your organization. 


James R. Christensen Jr.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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