Active Fund Source



Trusted Financial Advisors Since 2010

Secure Your Financial Future With Confidence

Active Fund Source provides expert financial consultations, estate planning, wealth creation strategies, and insurance guidance — empowering you to build a prosperous and protected financial future.

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Years Experience
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Clients Served
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Financial consulting expert at Active Fund Source

100% Secure

Data Protected Always

Certified Advisors

CFP® Professionals

Active Fund Source advisory team meeting
14+ Years of
Excellence
About Us

Building Financial Legacies That Last Generations

Founded in 2010, Active Fund Source has grown into one of Idaho's most trusted financial consulting firms. We specialize in providing personalized financial strategies that help individuals, families, and business owners achieve lasting financial security and prosperity.

Our team of certified financial planners and licensed advisors bring decades of combined expertise to every client relationship. We believe in transparent communication, fiduciary responsibility, and a genuine commitment to your financial wellbeing.

CFP® Certified Advisors
Fiduciary Commitment
Confidential & Secure
Tailored Strategies

Our Vision

To become America's most trusted financial advisory firm, empowering every client with clarity, confidence, and a clear path toward enduring financial independence and prosperity.

Our Mission

Delivering transparent, personalized financial solutions that protect assets, maximize growth potential, and help families build generational wealth through disciplined planning and expert guidance.

Our Values

Integrity, transparency, and client-first thinking define our core values. We maintain the highest ethical standards and always act in our clients' best interests without exception.

Our Principles

Evidence-based investing, holistic financial planning, continuous education, and proactive risk management guide every recommendation and strategy we develop for our clients.

Our Impact

Milestones That Speak Volumes

Numbers that reflect our commitment to helping clients achieve financial success and lasting peace of mind.

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Clients Served
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Million Assets Managed
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Expert Advisors
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Industry Awards
Why Choose Us

The Active Fund Source Advantage

Discover what sets us apart from ordinary financial firms and why thousands of clients trust us with their financial future.

01

Fiduciary Responsibility

We always act in your best interest, providing unbiased advice free from conflicts of interest or hidden commissions.

02

Data-Driven Strategies

Our recommendations are backed by rigorous research, market analysis, and evidence-based financial methodologies.

03

Holistic Planning

We address every aspect of your financial life — investments, taxes, insurance, estate, and retirement — in one integrated plan.

04

Dedicated Support

Your personal advisor is always accessible for questions, life changes, or market concerns — providing proactive guidance year-round.

05

Bank-Level Security

Your data and assets are protected with enterprise-grade encryption, multi-factor authentication, and regulatory compliance.

06

Financial Education

We empower you with knowledge through workshops, webinars, and resources so you understand every financial decision you make.

Our Process

Your Path to Financial Freedom

Our proven five-step process ensures a seamless journey from initial discovery to long-term financial success.

Discovery Meeting

We begin with a complimentary consultation to understand your financial goals, current situation, risk tolerance, and vision for the future.

1

Comprehensive Analysis

Our experts perform a thorough analysis of your assets, liabilities, income, expenses, tax situation, and insurance coverage.

2

Custom Strategy Design

We craft a personalized financial plan with actionable strategies for investing, saving, tax optimization, and risk management.

3

Plan Implementation

We execute the strategy with precision — opening accounts, allocating investments, setting up policies, and coordinating with your other professionals.

4

Ongoing Monitoring

Your plan is continuously reviewed and adjusted based on market conditions, life changes, and evolving financial goals to keep you on track.

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Our Packages

Advisory Plans For Every Stage

Choose the financial planning package that aligns with your goals and lifestyle. All plans include personalized expert guidance.

Starter Plan

For early career professionals

$149 /month
  • Personal Financial Assessment
  • Basic Investment Portfolio
  • Budget & Savings Plan
  • Quarterly Reviews
  • Email & Chat Support
Get Started

Growth Plan

For growing families & professionals

$349 /month
  • Full Financial Plan
  • Diversified Portfolio Management
  • Tax Optimization Strategy
  • Insurance Review & Guidance
  • Monthly Reviews & Reporting
  • Dedicated Advisor Access
Get Started

Legacy Plan

For high-net-worth individuals

$799 /month
  • Comprehensive Wealth Management
  • Estate & Trust Planning
  • Advanced Tax Strategies
  • Business Succession Planning
  • Weekly Reviews & Priority Access
  • Family Financial Education
Get Started
Our Services

Expert Financial Solutions

From financial consultations to insurance guidance, we provide comprehensive services designed to protect and grow your wealth.

Comprehensive Financial Consultations

Comprehensive Financial Consultations

Our expert financial consultants conduct thorough assessments of your current financial standing, including income analysis, debt evaluation, savings review, and spending patterns. We identify untapped opportunities for growth, create actionable budgets, and develop customized roadmaps that align with your short-term objectives and long-term financial aspirations for lasting stability.

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Estate Planning Guidance Services

Estate Planning Guidance

Protect your legacy and ensure your assets are distributed according to your wishes with our comprehensive estate planning services. We guide you through wills, trusts, power of attorney designations, beneficiary reviews, and tax-efficient transfer strategies. Our advisors work closely with estate attorneys to create airtight plans that safeguard your family's future for generations.

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Wealth Creation Strategies

Wealth Creation Strategies

Accelerate your path to financial independence with our proven wealth creation methodologies. We design diversified investment portfolios, identify high-growth opportunities, implement tax-advantaged accounts, and establish passive income streams tailored to your risk profile. Our data-driven approach ensures your money works harder, compounding consistently toward your wealth accumulation targets.

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Health and Life Insurance Consultation

Health & Life Insurance Consultation

Safeguard your family's financial security with the right insurance coverage. Our licensed consultants analyze your health, life, disability, and long-term care insurance needs to recommend optimal policies at competitive premiums. We compare carriers, negotiate terms, and ensure your coverage evolves alongside major life milestones to keep your loved ones fully protected.

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Book Now

Schedule Your Free Financial Review

Take the first step toward financial clarity. Book a complimentary consultation with our certified advisors. We'll review your financial situation and provide actionable insights at no cost.

100% Free Initial Consultation
No-Obligation Financial Assessment
Personalized Action Plan Included
Virtual & In-Person Available
Response Within 24 Hours

Book Your Consultation

Testimonials

What Our Clients Say About Us

Hear from real clients who transformed their financial futures with Active Fund Source's expert guidance.

"Active Fund Source completely transformed how I think about money. Their comprehensive financial consultation identified areas where I was losing thousands annually. Within six months, I had a solid emergency fund and a growing portfolio."

JH

James Henderson

Small Business Owner — Boise, ID

"The estate planning guidance from Active Fund Source gave my family incredible peace of mind. They helped us set up trusts, designate beneficiaries properly, and create a comprehensive plan that protects our children's future. Truly exceptional service."

PS

Patricia Sullivan

Retiree — Moscow, ID

"Their wealth creation strategies have been phenomenal. My investment portfolio has grown 34% in just two years. The advisors at Active Fund Source truly understand market dynamics and always communicate with clarity and transparency."

MC

Michael Crawford

Software Engineer — Portland, OR

"I was overwhelmed by insurance options until Active Fund Source's consultation. They analyzed my family's needs, compared multiple carriers, and found a plan that saved us $280 per month while providing better coverage. Simply outstanding!"

RW

Rebecca Williams

Healthcare Professional — Spokane, WA

"As a first-generation wealth builder, I needed expert guidance. Active Fund Source created a holistic plan covering retirement, college savings for my kids, and smart tax strategies. They made complex concepts simple and actionable."

DL

Daniel Lopez

Marketing Director — Seattle, WA

"After my husband passed away, Active Fund Source handled everything with compassion and professionalism. They helped me restructure my finances, maximize survivor benefits, and create a sustainable income plan. I'm forever grateful."

ET

Eleanor Thompson

Retired Teacher — Lewiston, ID
FAQ's

Frequently Asked Questions

Find clear answers to common questions about our financial services, process, fees, and how we can help you.

What types of financial services does Active Fund Source offer?

We offer comprehensive financial consultations, estate planning guidance, wealth creation strategies, and health & life insurance consultation. Our holistic approach covers investment management, retirement planning, tax optimization, debt reduction, and insurance needs analysis — all tailored to your unique financial situation and goals.

Is the initial consultation really free?

Absolutely! Your first consultation is 100% complimentary with zero obligation. During this session, we'll review your financial situation, discuss your goals, and outline how our services can help you achieve them. There's no pressure — it's simply an opportunity to explore how we can add value to your financial life.

Are your financial advisors certified and licensed?

Yes, all our advisors hold recognized industry certifications including CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), and appropriate state insurance licenses. We maintain ongoing continuing education requirements and adhere to the highest ethical and regulatory standards in the financial industry.

How do you charge for your services?

We offer transparent, flat-fee monthly packages ranging from $149 to $799 depending on the complexity of your needs. Unlike commission-based advisors, our fee-only model eliminates conflicts of interest. You'll know exactly what you're paying before we begin, with no hidden charges or surprise fees.

How is my personal financial data protected?

Your data security is our top priority. We use bank-level 256-bit AES encryption, secure cloud storage, multi-factor authentication, and strict access controls. Our systems comply with all SEC and state regulatory requirements. We never sell or share client data with third parties under any circumstances.

Can I switch advisors or plans if my needs change?

Absolutely. Life changes, and your financial plan should adapt accordingly. You can upgrade, downgrade, or switch advisory packages at any time with no penalty. If you'd prefer a different advisor within our team, we'll make the transition smooth. Our goal is your long-term satisfaction and success.

Do you offer virtual consultations?

Yes! We offer both in-person meetings at our Moscow, Idaho office and secure virtual consultations via video call. Many of our clients across the country prefer virtual sessions for convenience. Our secure platform ensures the same quality, privacy, and personal attention as an in-office visit.

How quickly will I see results from financial planning?

Many clients notice improvements within 60–90 days, including better cash flow management, reduced unnecessary expenses, and a clearer financial direction. Investment growth is typically observed within 6–12 months depending on market conditions and your risk profile. Long-term wealth building is a marathon, not a sprint — and we're with you every step.

Ready to Take Control of Your Financial Future?

Join 3,200+ clients who have already secured their financial freedom with Active Fund Source. Your complimentary consultation is just one call away.

Call (928) 204-1503 Get Free Quote
Contact Us

Let's Start Your Financial Journey

Have questions or ready to begin? Reach out through any channel below or complete the contact form.

Get In Touch

We're here to listen, answer your questions, and help you take the first step toward a stronger financial future. Reach out anytime.

Call Us

(928) 204-1503

Mon–Fri: 8AM – 6PM MST

Email Us

info@activefundsource.com

We respond within 24 hours

Visit Our Office

204 N Hayes St, Moscow,
Idaho 83843, USA

Send Us a Message