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Our Story

Self Directed Investments

Experience Gives Us An Edge

A combination of unique skills, progressive insight and over 30 years of experience has catapulted the Source Sales & Marketing team to the top of the self-directed arena. Our diverse backgrounds span the fields of real estate, mortgage lending, sales, and title and escrow. But, one thing we all have in common is a passion for what we do and an honest interest in the challenges that confront today’s investor.

Driven By Integrity

At our core, you’ll find integrity—it’s what we’re made of and it drives everything we do. Our integrity-driven solutions have helped to guide countless investors to wealthy retirements they can be proud of. In fact, we can sum up our operations with a simple premise: we would never suggest an investment that we wouldn’t also suggest to our friends and family.