Insurance Optimization

We conduct regular, in-depth reviews for our clients on the following types of insurance:

Additionally, as a commission-free planning firm, we at Pro Path Financial get paid exactly $0 when we help you buy an insurance policy. We want our motivation to come from choosing a policy that’s right for you – not a policy that pays us to recommend them. By us not accepting any commissions, you don’t have to worry about us recommending something you don’t truthfully need. If you’re interested, you can learn more about this on our Fees Page.