Our Founder

Rick Bates

Rick Bates, President and Owner of Retirement Income Source, Fort Lauderdale, guides his clients through a unique process that enables them to make well-informed choices regarding their investments. Since 1986, he has been utilizing his experience and a keen eye for financial advising to assist his clients and help them achieve a more successful retirement. 

  • Feeling overwhelmed?
  • Tired of worrying about your money?
  • Afraid to open your statement?
  • Concerned about the uncertainty of the market?

You’ve come to the right place. Rick uniquely empowers his clients by helping them understand various investment options. He communicates important information in such a way that clients are able to navigate each decision with ease, helping them determine the best choices for their personal needs.

Take a moment to call Retirement Income Source, Fort Lauderdale & get the help you need to better understand the best strategy for you in today’s market!

Our philosophy at Retirement Income Source, Fort Lauderdale is that we are the coach who assists you in identifying and helping you to reach your own financial goals.  

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 833-1180