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Established in January 2019 by David J. Scranton, Retirement Income Source® is a nationwide network of franchised financial advisors dedicated to assisting individuals in achieving financial stability during their retirement years. The company is headquartered at 500 West Cypress Creek Road, Suite 250, Fort Lauderdale, Florida.
Retirement Income Source® specializes in income-generating investment strategies aimed at preserving clients' savings and generating ongoing streams of interest and dividend payments.
Their comprehensive suite of services includes retirement planning, financial planning, tax minimization strategies, social security maximization, estate planning, investment management, asset management, risk management, and portfolio management.
What sets Retirement Income Source® apart from competitors is its emphasis on "The Income Model," which focuses on fixed-income investments like bonds to create a steady retirement income stream. This approach reduces exposure to stock market volatility, offering clients a more predictable and secure financial future.
Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.
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The franchise Retirement Income Source provides multiple training programs designed to support the setup and operation of franchisee businesses:
The Retirement Income Source franchise does not offer exclusive territory protection. Franchisees are assigned a territory but have no guarantee against the Franchisor or other franchisees operating within it.
The Franchisor may sell, license, or operate competing businesses in any area, including through online or direct sales. Franchisees can serve clients anywhere, but they are not compensated if others operate within their designated territory.
KEY FRANCHISE STATS
All you need to know about this franchise
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Below are some of
Retirement Income Source
key competitors in the
Other Financial Services
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