AS THE SEASONS OF YOUR LIFE CHANGE, IS SOMEONE YOU TRUST WATCHING THE ROAD AHEAD?
At Life Path Wealth Advisors, our team can guide you through all of life's seasons.
We offer:
- Comprehensive financial planning
- Education planning
- Family needs planning
- Asset management through Brokerage or Advisory platforms
- Executive and employee benefits
- Retirement planning
- Estate and tax planning
- Legacy and multi-generational planning
We offer strategies - based upon your own unique circumstances and needs - using a mix of products chosen specifically for you.
Your portfolio may include:
- stocks and bonds
- tax-deferred and tax-advantaged investments
- fixed and variable annuities
- mutual funds and ETF's
- CDs
- REITs
- alternative investments
We are also experienced in:
- 529 college savings plans
- life insurance
- long-term care