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Please take a minute to check us out and see what makes us different.

THE RETIREMENT SOURCE® is a fee-based financial planning firm built on the principle that clients should have as much control over their quality of life as is possible to achieve.  Recognizing that there are many things outside our control, this long-term approach to financial planning is commonly thought of as “retirement planning.” In reality, it is planning for financial independence.

Above all THE RETIREMENT SOURCE ® seeks to educate potential clients to the continuing need for such planning before and after retirement and to provide the methods and means to achieve confidence in control through completion.  Our role then becomes that of educator and consultant as well as financial advisor to the family, working with the client to actually attain the control they seek.

What is it that you really want?

When I left the world of large stockbrokerage firms after more than 25 years, I asked that question of dozens of people contemplating retirement. The answer I heard was surprisingly almost universal across the entire spectrum of my clientele regardless of social or career background or financial resources:

 “I just want to be sure I will be able to sustain my family’s living standard as long as I live and if I am unable to take care of myself, somebody will do it for me the way I would want it done and when I am gone, I want to make sure my loved ones are taken care of and that all my stuff passes on the way I want it done in the smoothest, simplest and least costly way.” 

Many clients said they felt that traditional financial planning methods left too many areas of risk exposed, tax-planning opportunities unexplored and personal values over-looked.

I founded THE RETIREMENT SOURCE® and developed the S-T-A-R-S System for Financial Success^SM   over a decade ago in response to these client desires for advice and service that went far beyond the traditional “money only” planning and investment approach.

The S-T-A-R-S System for Financial Success^SM   represents a return to an earlier values system that shifts the focus away from strictly financial issues to seeking the highest level of control over quality of life for the family and achieving a feeling of being successful.

Of course investments and taxes are important, but they are best seen as pieces of a much larger picture.  The S-T-A-R-S System for Financial Success^SM stands on the premise that you are the one and only person qualified to oversee your financial plan, but you cannot do it alone.  That is why I built my practice through the use of educational workshops and printed materials to help prospective clients sort out exactly what their needs are and what type of professional help they need.