The Functional Retirement Videos

Our videos cover topics such as financial planning, health and wellness, longevity risk, and providing valuable insights and actionable strategies for planning a fulfilling retirement. The Functional Retirement also features expert guests who share their knowledge and perspectives on various retirement-related topics, and our podcast offers even more in-depth discussions on these topics.

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Like a spotter in the gym, but for your money.
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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