Andrew founded Tenpath Financial Group in 2017, and brings to his clients more than a decade of financial consulting and investment planning knowledge. Andrew started his business after working as a CERTIFIED FINANCIAL PLANNER for Prudential Advisors. Andrew earned his B.S. in Financial Planning and Technology from Charter Oak State College and his Masters in Financial Services from The American College.
Andrew's mission is to provide wealth and investment planning for those of all ages and financial experience, from those newly entering the professional world to those planning and living out their retirement. Technology and its intricacy is indicative of the complexities of insurance and financial planning.
Andrew's mission is to provide wealth and investment planning for those of all ages and financial experience, from those newly entering the professional world to those planning and living out their retirement. Technology and its intricacy is indicative of the complexities of insurance and financial planning.
Services
We work independently of any specific companies to help you find the right protection for you and your loved ones. Helping you understand and aiming to optimize the balance between retirement income, employee benefits, and withdrawals from deferred compensation. Taxes are often the biggest drain on a family's cashflow.
We will act in a fiduciary capacity for our advisory clients, meaning that we will act solely in your best interest and always put your interests ahead of ours. We will listen to you and ask questions to gain a better understanding of what is important to you and what goals you want to achieve through the planning process.
We are dedicated to designing financial plans depending on varying levels of sophistication. We have a fiduciary responsibility to our advisory clients which means we only make decisions based on their best interests. We assess our client's goals and strive to do our best. It is a fiduciary responsibility of one party to act in the best interest of another.
Depending on an individual's stage of life, chances are that person has a distinct approach to saving. New graduates or young couples have different needs than retirees or mid-career families. A financial planner can help develop the individual's financial habits that will lay a strong foundation for building wealth in the long term.
When it comes to 401(k) retirement accounts, we aim to resolve testing issues, lower expenses, and help increase employee contributions. If you have children, adding a 529 Qualified Tuition plan to your portfolio may be a suitable option to save for private education and/or college. Creating a 529 plan can help your children pursue the school (s) of their dreams and may reduce the need for student loans.
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Lynette Moreno
Jun 24, 2018
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