Business Services

Business Services

We’re in the Business of Protecting Yours

Whether you are a sole proprietor, a small business with 20 employees, or a large employer with hundreds of employees, inSOURCE Financial Advisors is prepared to help you with the strategies needed to protect your business, retain your key employees, prepare to grow your business, and help you, as the business owner, plan for your succession and retirement.

Just as we take a comprehensive planning approach with the families we serve, we believe a comprehensive approach is just as important for you and your business.

Watch our videos with inSOURCE Financial Advisors Senior Partner Shannon Berry. Contact us to learn about our business planning process and discover how we can help you continue to grow your business on solid footing.

For Your Employees

In today’s challenging labor market, providing attractive and unique benefits at a competitive cost can be a true differentiator. Partnering with inSOURCE Financial Advisors to care for your employees’ financial futures gives them a sense of security. Talk to our specialists for ideas on employee retention with both tried and true and outside-the-box ideas on:

  • Retirement Plans for Employees (401k, 403b, SEP IRA)
  • Employee Education – Individual Financial Planning, Employee Benefits, and Executive Benefits

For Your Partners

Is your business prepared for a loss of one of your key associates or partners? Whether they take a position at another company, or an unexpected event occurs, your business can continue on smoothly because you are prepared with our help:

  • Executive Succession Planning
  • Buy-Sell Agreements

For You

You planned for your employees, but what about you, the business owner? You have put your blood, sweat, and tears into building your business. Let us help you maximize your retirement savings and ensure that you or your heirs receive the appropriate value for the business when it’s time, using:

  • Business Succession Planning
  • Business Valuation