At Financial Pathfinder, LLC, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable but you will also discover that our staff truly cares about helping make your dreams a reality. Financial Pathfinder LLC provides comprehensive financial planning and strategy services.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable but you will also discover that our staff truly cares about helping make your dreams a reality. Financial Pathfinder LLC provides comprehensive financial planning and strategy services.
Services
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees. Are any of your retirement savings protected from the volatility of the stock market?
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution. Explain the importance of routinely verifying your Social Security statement earnings record for accuracy. Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
Our clients have different priorities, goals, and timelines for managing their wealth. Some may have a higher tolerance for risk while others may have extremely specific tax situations. Because of these infinite variables, we believe no two portfolios should be exactly alike. We collaborate with third-party money managers and research firms to construct portfolios designed to meet our client investment needs.
Growing up in a business owner home and having at least one business of my own my whole life, I have a unique appreciation for the struggles and stress most business owners encounter running the business. Most owners simply don't have or take the time to research the many financial strategies available.
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