Individual Services

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.

Here’s what inSOURCE Financial Advisors Senior Partner Shannon Berry has to say.

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