Retirement Planning

High-net-worth individuals generally retire younger and live longer than most, and spend more to maintain a distinct lifestyle. This requires detailed retirement planning that integrates with other financial and investment planning considerations in order to preserve and grow assets throughout retirement. Our decades of experience in analyzing and crafting retirement strategies allows our clients to live the lives they imagine. We begin with a complete analysis of your net worth, earnings, asset allocation, education funding, insurance, assets, and equity and deferred compensation, business assets, real estate, loans, and retirement distributions, including Social Security. From there, we craft a program to identify and work towards achieving the returns necessary to provide the income you’ll need, based on the lifestyle you desire.


Charitable Giving & Philanthropy

A well-structured charitable plan can last more than a lifetime—it can last for generations. Everyone has personal reasons for giving to charity: A common desire to share our good fortune with others; striving to make the world a better place for future generations; helping our most cherished causes survive and prosper. While generosity can certainly improve the communities in which we live and work, it can also help us financially. At Source, we offer clients a wide range of charitable giving strategies, including direct gifts, split interest vehicles, charitable gift annuities, charitable remainder trusts, donor-advised funds, and private family foundations, to name but a few. Our experience helps clients make the most significant impact with their charitable giving, while simplifying the financial and estate planning issues associated with them.