Our Team, Your Community.

WHAT MAKES US DIFFERENT?

One thing that makes Retirement Income Source different is that we’re the same. Not the same as other financial firms, but the same as you. We serve our clients well because we share their perspective. We believe that if you’ve worked hard and saved wisely, you deserve to enjoy an active, comfortable retirement free from financial stress. We know that’s what most people want because it’s what we want, and as financial professionals, we also know it’s not really what most financial firms can provide. They may say they can, but the strategies they offer say otherwise.

We’re different because we don’t just talk the talk, we walk the walk when it comes to providing strategies specifically designed for retirees and near-retirees seeking safety, flexibility, and reliable income they can’t outlive. And when we say strategies, that’s exactly what we mean.

While other firms continue to push outdated withdrawal plans that can put you at risk of depleting your principal when the markets go south, we help you build a mathematically sound strategy designed to meet your income needs without the need for annual withdrawals. This helps eliminate the risk of spend down, ensures your income is reliable regardless of market conditions, and allows you to continue growing your money more safely through strategic reinvestment.