Source 1 Financial Services

CONNECT

Address:

1 Briarwood Circle
Richardson, TX 75080

Phone:

(214) 448-3564

Fax/Other:

1-866-327-1039

Exit Planning

Where do you see your business in 10 years, or 20?  What if you or your co-owner were to die, become disabled or get divorced?  What would happen to your company? Would you want your partner's heirs to become your new business partners?

When you've put your life's work into building a business, you should consider an exit strategy that plans for the continuation of your business and for your future retirement. We can help.

Informal Business Valuations

Buy-Sell Reviews

Key Person Solutions

Disability Buy-Sell

Retirement Income

Overhead Expense

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck