Services

Whether you’re just starting out and worried about how to manage competing financial goals like buying a home, saving for college, and saving for your own retirement, or if you’re considering retirement and worried about whether you’ve saved enough and when you should claim Social Security, Pathfinder walks alongside you to help keep your financial goals in focus and make course corrections when life changes.

We’ll also explore cashflow, asset and income protection, tax planning and efficiency, investment strategy, and estate planning needs with you. Pathfinder has the knowledge and resources to point you to the right solutions.

Investments are the tools to help you achieve your financial goals. Research shows that those who stick to a plan will fare better than others who are constantly changing direction. Our advice in this area is based on the principles of proper diversification and keeping costs low.

Pathfinder builds custom investment solutions for you that are simple and easy to understand. A deeper understanding of your investment strategy leads to fewer missteps when things get rocky.

Pathfinder Planning and Investments has always been a fee-only and fiduciary firm. We operate on a fee-only basis, meaning that 100% of our compensation is paid directly by our clients through investment management fees. We don’t sell any financial or insurance products, or receive commissions, kickbacks, or any other financial incentives tied to selling or recommending specific products.

Being a fiduciary means that our focus is on caring for you, and your best interests will always come first when we offer guidance. We operate with transparency and integrity; we do our best to minimize conflicts of interest, but will disclose any existing or potential conflicts to our clients if and when they arise.