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Tax-smart, income creating, happiness promoting retirement plans.
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.
Hover over the tabs below to learn how ProPath is different, built for the client.
What will protect me regardless of market scenarios?
What will my retirement income look like and how do I get it?
How do I create my paycheck each year?
How do I leave a legacy and properly pass assets to heirs?
How do I make my retirement goals a reality?
How can I spend without the fear of running out of money?
How can I improve investment performance and feel confident?
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.
Chief Operations Officer
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.
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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."
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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.