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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.