Financial Planning Forecast your future early.

Reach financial independence.Your future, in focus.

Bring your financial future into focus with our Certified Financial Planning™ Professionals. Our process will guide your decisions in the most efficient and comprehensive way to reach financial independence with confidence.

  • Retirement Planning | How to target tax-advantage asset distribution
  • Accumulation | How to target asset growth
  • Estate Planning | How to preserve your assets and leave a legacy
  • Risk Management | How to protect your assets
  • Taxation | How to minimize your tax burden
  • Business Planning | How to sell, transition, and plan
Start Planning
Couple holding hands walking on beach boardwalk

Our ServicesTransition through life - seamlessly.

Retirement Planning+

Moving forward from paycheck dependency to financial independence with confidence.

Retirement
Learn More

Investment Planning+

Building and managing a portfolio that will support your financial plan’s success.

Investing
Learn More

Business Owners+

Making sure your business is working for you and not just the other way around.

Business
Learn More

Life Transitions+

Providing a guiding light forward no matter where your path has taken you.

Life Transitions
Learn More

You’ve got questions. We’ve got answers. We help you address key topics such as:

Accumulation Icon
Retirement protection and accumulation
Secured Icon
Position your resources for a secured lifetime income
Care Icon
Taking care of elderly parents and still supporting adult kids
Organize Icon
Organizing and simplifying financing resources and issues
Manage Risk Icon
Managing retirement risks
Outsourcing Icon
Outsourcing implementation of your plan
Health Care Icon
Health care related decisions
Tax Plan Icon
Tax planning
Social Security Icon
Social Security decisions
Pension Icon
Pension and rollover decisions
Insurance Planning Icon
Inheritance planning
Transition Icon
Transition to your ideal retirement lifestyle

*All investing involves risk including the possible loss of principal. Commonwealth Financial Network® or Pathfinder Wealth Consulting does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Secured lifetime income refers to a guaranteed insurance contract and not an investment for federal securities law purposes. Guarantees extend to the claims-paying ability of the issuer. Past performance is no guarantee of future results. Annuity contracts may contain terms for keeping them in force.

Mom, Grandma and daughter baking

Contact

Let us guide you forward.
The path to financial confidence starts here.

Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized for you. Please complete the form below, or call us directly at 910-793-0616.