Surepath Financial Services, LLC is a state registered investment advisor with offices in Woodstock and Peachtree Corners, GA. As a fiduciary firm, we provide financial planning and asset management services throughout Georgia and surrounding states. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.
Making strong commitments to our clients and building lifelong relationships are tenets of success at Surepath Financial Services, LLC. Ken founded Surepath after serving clients with Edward Jones and another small firm for nineteen years. His passion is to help people reach their. Joshua is married to his high school sweetheart, Leah, and they live in Canton with their two children, Sophia and Becket.
Making strong commitments to our clients and building lifelong relationships are tenets of success at Surepath Financial Services, LLC. Ken founded Surepath after serving clients with Edward Jones and another small firm for nineteen years. His passion is to help people reach their. Joshua is married to his high school sweetheart, Leah, and they live in Canton with their two children, Sophia and Becket.
Services
Ken founded Surepath after serving clients with Edward Jones and another small firm for nineteen years. His passion is to help people reach their goals, while finding a balance between living an abundant life now and in the future. He lives in Marietta with his wife, Cindy, who is the executive director of The Hope Center.
Surepath Financial Services, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts.
Our goal at Surepath Financial Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.As a fiduciary, we are legally obligated to put our clients' interests first.
Our goal at Surepath Financial Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.As a fiduciary, we are legally obligated to put our clients' interests first.
Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success. For even the most financially literate individual, planning for retirement can be a very challenging undertaking.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. We believe a detailed planning process can be one of the most effective ways to create financial security.
Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success. After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs and retirement goals.
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