Money Source | Ann Arbor, MI

Local. Powerful. Since 1994.

At Money Source Financial Services, Inc., our goal is to provide our clients with personalized, high quality mortgages, investments and business services.

We have grown to be one of Ann Arbor's most referred mortgage lenders because we provide great rates to clients who are predominately free from credit problems. We specialize in purchase, refinance, and construction mortgage transactions.

Money Source Financial Services, Inc., is also pleased to offer our clients investment analysis provided by Registered Representatives of Berthel Fisher and Company Financial Services, Inc. who are able to help you establish and work towards short term and long term savings goals. Our Account Executives can help you set up IRA accounts, traditional and Roth, purchase mutual funds and individual stocks.

Commercial lending, 1031 exchanges, equity lines of credit, and bridge loans are also services that can be provided through our many resources. By working with well qualified individuals, our efficient operation creates the best pricing available for our clients. All the services are offered through highly accredited Money Source Account Executives.

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Roth IRA Conversion

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Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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March 16, 2010 @ 12:21 AM

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