Financial, Retirement, Estate and Tax Planners

Whether your financial situation is complex or not, we can offer solutions to simplify your investments, lower your taxes and increase your income.

Our clients include individuals, families, corporations, trusts, group plans, individual pension plans and non-profit organizations.

Our Mission:

    • To provide the highest quality financial, estate, tax and retirement strategies possible.
    • To increase retirement income by maximizing investment returns while minimizing risk and taxes.
    • To increase estate values by minimizing tax, legal and probate fees.
    • To expose clients to the best tax advantaged products the industry has to offer and at the lowest cost.

About Worldsource Financial Management


Easter Holiday Hours
The office will be closed on Friday and Monday for the Easter long weekend.

Need help this Tax Season?
Click here for Jamie Golombek's Tax Tool Kit and Tips

Watch Fidelity Manager Dan Dupont on BNN
Click here for BNN clip