Our Team

Our Team

We’re in the Business of Protecting Yours


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