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Our Process

Our Process

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Retirement Planning for People over age 50.

Retirement Planning for People over age 50.

Tax-smart, income creating, investing efficiently, happiness promoting retirement plans.

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Your Retirement Paychecks

Retirement is "getting out what you put in" plus some extra. It soon will be time to unwind all your wealth in a tax-smart fashion. We help take your pot of gold and turn it into your personal paycheck.

Questions happy retirees ask.

Questions happy retirees ask.


Why ProPath Financial?

Hover over the tabs below to learn how ProPath is putting the client first.

Clear, Commission-free pricing.

Clear, Commission-free pricing.

A Fiduciary that puts you first.

A Fiduciary that puts you first.

CFP® Designated Professional that provides expertise.

CFP® Designated Professional that provides expertise.

Over a Decade of High Net Worth Experience

Over a Decade of High Net Worth Experience

What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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What is most important to you?

At Pro Path Financial, we live by one mantra: Goals, Plan, Assets – in that order. We begin by obtaining a complete understanding of your most cherished goals and move on through the process once we have a strong comprehension of what you want to achieve. We then build a plan that achieves those goals, which includes an estimate of how much capital you will need. Lastly, we manage and accumulate assets to support the plan that is intended to achieve your goals.

Sound good? Let's have a free consultation. 

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Schedule a Free Portfolio Review

Fill out the form and we’ll be in touch to talk about your investment plan.

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Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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