Worldsource Financial Management Inc.
Financial Planner

Services & Products offered

 

Retirement plans to help prepare for you and your family’s future

Investment strategies to meet your individual needs

Education savings plans to ensure your children or grandchildren have the resources available to pursue post-secondary education

Estate planning to carry out your wishes in the best way possible

 

Financial planning

I can prepare a full financial plan or focus on a specific goal.

 


investments

I emphasize conservative low cost investments that are easy to understand.

 

business strategy

Ideas for better ways to take funds out of a private corporation.

 


life & disability insurance

With a wide variety of insurance companies to choose from I utilize carriers that offer stability and longevity combined with the lowest rates.