We believe in retirement
done right: your way.

The best retirement plan is the one that matches your idea of a life well lived. Perhaps you want to step out of the workforce forever to travel the world — or to slow down and spend time with the grandkids. Or maybe you’d rather try an encore career, start a business, or work part-time. Whether around the corner or years away, our team can handle the complexity of planning for retirements of all shapes and sizes.

Retirement plans as diverse as our clients

Traditional

Save early and work hard to retire as soon as you are able. Once retired, enjoy a life of leisure, quality time with family, and volunteering.

Early retirement

Save aggressively, live frugally, and retire early to maximize the length of time you spend out of the workforce.

Semi-retirement

Opt for continued engagement, fulfillment, and additional financial security by scaling back and finding a new work-life balance.

Micro-retirements

Step out of work, enjoy a sabbatical — then return to the workforce in a similar or different capacity, refreshed and ready for a new challenge.

Create a Strategy for Your Ideal Retirement

Retirement planning is complex. It requires alignment between goals, living expenses, Social Security claiming strategies, investment choices, distributions, and taxes. A retirement plan must also include anticipated healthcare expenses, possible changes in tax law, long-term care needs, and more. Our goal is to provide clarity and guidance for your retirement years — so that you can pursue a life of impact, meaning, and joy.

Speak with an Advisor

“The happiness of those who want to be popular depends on others; the happiness of those who seek pleasure fluctuates with moods outside their control; but the happiness of the wise grows out of their own free acts.”

- Marcus Aurelius, Meditations

Let WealthSource guide your retirement

508 W 12th Street Austin, TX 78701

512-829-8002 Meet Your Advisor

David began his public accounting career in January of 2012. Some of his specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. In January of 2021, David joined WealthSource, enabling him to offer more holistic advice to clients. David and his high school sweetheart, Samantha, have three young children (Hudson, Ryder, and Hazel). Outside the office, you can find David coaching his sons in youth sports or sneaking in a quick round of golf with buddies. He loves being outdoors, whether it’s hunting in the Hill Country or deep-sea fishing in the Gulf of Mexico.

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DAVID FRENCH

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.