Since 1989, Source1 Financial Services has been helping small business owners to build and secure their business and personal assets. We can help you with tax-deferred and tax-advantaged strategies, retain key employees, and plan for your own retirement. A small business owner himself, Michael J. Gonzales has over 30 years experience in the insurance and financial services industries.
A proud alumnus of the University of North Texas (formerly NTSU), Michael holds a Bachelor's of Business Administration degree and Series 6, Series 63 and Series 65 securities registrations. He is licensed to conduct business in Texas, California, and New Mexico. Michael is also a Senior Financial Services Representative for Principal Financial Group, and a Principal Securities Inc.
A proud alumnus of the University of North Texas (formerly NTSU), Michael holds a Bachelor's of Business Administration degree and Series 6, Series 63 and Series 65 securities registrations. He is licensed to conduct business in Texas, California, and New Mexico. Michael is also a Senior Financial Services Representative for Principal Financial Group, and a Principal Securities Inc.
Services
There is no one-size-fits-all solution to retirement planning for you, or for what you can offer to your employees. Each business is unique, and its goals and operations usually evolve over time. Contact us to plan your own retirement options, and to choose retirement plans to help recruit, retain and reward your key employees.
There are many reasons to consider offering group benefits for your employees. From employee retention to tax savings, your group benefits plan can be customized for your business, and should be reviewed every few years. Contact us for a consultation on how group benefits would best serve you and your company and for quotes from the industry's leading providers.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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