As fiduciaries we must avoid conflicts of interest and will only offer advice that is in the best interest of our clients.
There are no hidden costs. You will know up front what the cost of financial planning is and will not be surprised by an unexpected fee or bill.
We look to understand each and every aspect of your finances so we can optimize how those pieces work together to help you reach your goals.
We’re not tied to the products or requirements of a parent company and thus can make recommendations that are best aligned to serving your needs.
We don’t just mean retirement when we talk about the future. We have a passion for establishing financial success for you and your family. We want the plans and skills we put in place to help your children and grandchildren to continue on their own journeys to financial freedom.
Taking a look at estate issues is important for everyone. You don’t want to risk your assets and earnings ending up in the wrong hands. FlightPath Financial Planning will review beneficiary designations, assess the need for wills, trusts or powers of attorney, and optimize asset titling.