THE RETIREMENT SOURCEHarbour Financial Group
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What is it You Really Want? :: Our Unique Approach :: THE RETIREMENT SOURCE®
What is it You Really Want?

What Matters To You

When we asked that questions of dozens of people contemplating retirement, the answer we got was surprisingly almost universal across the entire spectrum of respondents 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 people said they felt that traditional retirement planning was upside down and left too many areas of risk exposed, tax planning and investment opportunities unexplored and personal values overlooked. For those who want a comprehensive financial plan our S-T-A-R-S System for Retirement SuccessSM is a personal values-based system that considers financial issues in the context of seeking the highest level of control over quality of life for the family and achieving a feeling of being consistently successful.

Charles D. Vaughan, Founder and President of THE RETIREMENT SOURCE® has continued to build the S-T-A-R-S System for Retirement SuccessSM for over 20 years in response to these client desires for advice and service that goes far beyond the traditional “money only” planning and investment approach.

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 Retirement SuccessSM 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 we built our practice through the use of educational materials to help prospective clients sort out exactly what their needs are and what type of professional help they need.

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