We're Here to Help (315) 735-8571

Retirement Planning and Management 

Making smart decisions at every stage of life

Whether you’re making plans for a comfortable retirement some day, or are ready to retire and want to manage your funds wisely, we can help.


Retired couple with drinks at sunset can relax by managing their funds well during retirement.


Planning for Retirement

Planning for the future becomes more important as we get older, and the sooner we begin saving for retirement, the more time we have to earn and accumulate wealth. 

Whether you’re 25 or 55, if you’re making a commitment to your retirement, we can start by evaluating your current finances, lifestyle goals, and retirement objectives, and help you make a plan. That plan can include everything from budgeting to saving and investing, and will always be open to changes, updates, and adjustments. All along the way, we’ll be here for you, to assist you in making smart, informed choices. 


Managing Retirement

When you retire, you’ll want to manage your available funds and lifestyle to live in comfort and do the things you want. Retirement can include everything from investment income to pensions, Social Security, and even part-time work to supplement your income if desired. 

We can help you by looking at all your savings and investments, evaluating your plans and lifestyle, and advising you on the best way to manage your accounts and make withdrawals. Smart retirement management may include timing your Social Security or making withdrawals from some accounts before others. 


Getting Started

We’re here to help you at every stage of life. Start by making an appointment to meet with a First Source Representative, and Retire Smarter.

Make an Appointment

Let's get started.

Make an appointment to see what's possible and how you qualify.

Make an Appointment