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Our Services

Pathfinder Financial Advisors specializes in providing financial planning and investment advice to individuals and business owners. Our aim is to empower you to achieve your goals, whether you are building assets for the future or seeking to protect what you already have.

Your financial goals are unique and may include:

  • Ensuring retirement income
  • Providing for a college education
  • Reducing the burden of taxes
  • Minimizing the effects of inflation and deflation
  • Creating and preserving personal wealth
  • Maximizing wealth transfer
  • Establishing charitable legacies
  • Reducing the risk of financially devastating events
  • Fostering peace of mind through proper planning

To help you reach these goals, our planning services include:

  • Retirement planning strategies and income management
  • College funding advice
  • Tax planning
  • Stock option advice
  • Lump sum distribution advice
  • Estate management and planning
  • Life and Disability Insurance needs analysis
  • Cash flow management
  • Investment Education
  • Risk Tolerance Assessment
  • Creation of a customized Investment Policy Statement
  • Tax-efficient Portfolio Design using low-cost funds
  • Portfolio Monitoring and Rebalancing Assistance
  • Annual Performance Review
  • Comprehensive Financial Plans

If you think you might benefit in any of these areas by receiving professional objective advice contact us to schedule a complimentary Get Acquainted meeting.

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