Source Sales & Marketing specializes in coupling unique wealth building strategies with uncommon opportunities.

The Source team is made up of experts with more than 30 years of mortgage, escrow, real estate, sales, and marketing experience. In addition to that, Source has a collaborative group of strategic alliances on the periphery of the company. Strategic alliances create a powerful network for clients seeking to self direct their retirement portfolio. These strategic alliances offer Source clients a well-rounded network of expertise, guiding them in executing the investment strategy.

Source specializes in educating clients in the self-directing process, and assists in the intricacies of the process. This helps give clients the optimum opportunity to enhance retirement wealth. Sister company Goodwin Enterprises, LLC, a licensed Nevada Real Estate brokerage, assists clients with real estate purchases involving self-directed funds. Today’s real estate environment offers some rare opportunities, especially when the buyer takes advantage of funds in their own retirement account. Self directing allows them to take advantage of the market, preserve and grow their retirement account in a tax-deferred environment. By aligning with strategic alliances, Source ensures that its clients always benefit.

“It’s about surrounding yourself with smart, savvy, professionals—experts in all fields,” says Bea Goodwin, Source CEO/president. “A well-balanced retirement portfolio should include a number of investment options.

When looking to take control of their retirement assets, our clients benefit from access to smart professionals in a wide variety of industries, as real estate is only a piece of the retirement pie.

The Source strategic alliances group is comprised of experts in real estate, trusts, education, tax law, accounting, land banking, first deeds of trust, 1031 Exchange, banking, branding and marketing. “We have brought together a talented team of professionals who understands the dynamic power of self-directs,” Goodwin says. “Our clients can be confident that they will be empowered to self-direct with ease and peace of mind.”