Schedule a Call...and more on living.spend less on taxesA retirement and tax planning specialist can help you plan a retirement where youWhat is the best path to your BEST retirement?What is the best path to your BEST retirement?
Schedule a Calland spend more on living.save more on taxesA retirement and tax planning
specialist can help youThe one that leads you where YOU want to go.What is the path to your best retirement?

You have questions?  We have answers.

Can I retire with confidence? What financial accounts do I draw from first? When do I start taking social security payments? Can I retire early? Can I change careers this late in life and still retire when I want to? Can I downshift my career? Will my spouse be ok if I pass away? Retirement planning is so confusing! Can someone do it for me?

What sets Planpath Financial apart?

Retirement/Tax
Planning Specialist

We direct our time and attention on all things retirees and tax planning, so we can stay up to date and provide the best advice on what matters most to our clients.

Independent

Planpath Financial is not affiliated with a broker-dealer, bank, or insurance company.  This allows us to give our best advice without restriction or pressure to make certain decisions.

Fee-Only Fiduciary

Advice tailored to you and free from bias of commission/product sales or capturing more AUM.

Flat-Fee

At Planpath Financial we charge a flat fee for our retirement planning and investment management services. We do not charge based on a percentage of your assets.  We are paid based on the time we spend serving your needs, not based on how wealthy you are.

Holistic Planning

Financial planning isn’t just investments and insurance.  We will analyze every part of your financial life to also include retirement, tax, education, and estate planning.

Ongoing and Proactive Planning 

Our planning model is set up to bring wealth-building and tax savings opportunities to your attention throughout the year.  You also have access to me outside of meetings for questions or situations that pop up.

What sets Planpath Financial apart?

Retirement/Tax
Planning Specialist

We can’t be everything to everyone. We direct our time and attention on all things retirees, so we can stay up to date and provide the best advice on what matters most to our clients.

Independent

Planpath Financial is not affiliated with a broker-dealer, bank, or insurance company.  This allows us to give our best advice without restriction or pressure to make certain decisions.

Fee-Only Fiduciary

Advice tailored to you and free from bias of commission/product sales or capturing more AUM.

Flat-Fee

At Planpath Financial we charge a flat fee for our retirement planning and investment management services. We do not charge based on a percentage of your assets.  We are paid based on the time we spend serving your needs, not based on how wealthy you are.

Holistic Planning

Financial planning isn’t just investments and insurance.  We will analyze every part of your financial life to also include retirement, tax, education, and estate planning.

Ongoing and Proactive Planning 

Our planning model is set up to bring wealth-building and tax savings opportunities to your attention throughout the year.  You also have access to me outside of meetings for questions or situations that pop up.