Most people look at retirement as the finish line, the point after which financial planning and investing become moot. 

 

A comfortable, secure and meaningful retirement is most everyone's dream. MultiSource can help you plan for an income stream that can cover both your essential and lifestyle expenses. Your advisor will also help you reduce vulnerability from the unexpected, and help you leave the legacy you desire.

 

Whether you're looking for a secure retirement, education for you children, estate planning or to grow your investments, MultiSource wants you to reach your financial goals.  It's our mission to help our clients achieve financial security.

 

Some Retirement & Financial Planning options include:

 

  • SEP-IRA
    A retirement plan funded by the employer for businesses of any size.

  • SIMPLE-IRA
    A retirement plan for smaller businesses that allows employee contributions and a limited employer contribution.

  • 401(k)s
    A retirement plan that allows for employee contributions, larger employer contributions and more plan features.

  • Integrated 401(k) & Payroll Solutions
    A retirement plan with integrated payroll for any type of small business.

  • Self-Employed 401(k)
    A retirement plan for business owners with no employees.

  • Qualified Pension & Profit Sharing Plans