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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Career Changes or Job Loss, Early Retirement or Financial Independence, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Pathfinder Financial specializes in providing expert, unbiased advice to help clients chart their course on the road to Financial Independence. Our philosophy is simple. We want to get to know you in order to help you make the best financial decisions possible. Providing advice to help you manage your investments depending on your risk tolerance level, tax bracket and time frame to help you meet and potentially exceed your goals. Our due diligence will also include reviewing appropriate asset classes, expense ratios and tax effectiveness, to help you accumulate and protect your investment growth. Our Fee, is negotiated between the planner and client. Our fee will range depending on the size and depth of your financial situation.
Disclosures
Securities are offered through OSAIC Wealth, Inc. Member FINRA/SIPC. OSAIC Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of OSAIC Wealth. Advisory services offered through OSAIC Wealth, Inc., an SEC Registered Investment Advisory Firm. Pathfinder Financial Group, Tax Services offered through Liberty Tax Service and OSAIC Wealth, Inc. are unaffiliated. Trading instructions sent via e-mail may not be honored. Please contact my office at (978-518-3136) or OSAIC Wealth, Inc. at (800) 747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.