Welcome to Forging the Path


There comes a point in life when you want to make sure you have thought of everything. The security of knowing you and your financial well being will be exactly as you always hoped and imagined it would be as you enter your legacy years. Questions such as

…what is going to happen to my estate?
…are my loved ones taken care of?
…who will make decisions for me when I cannot make them for myself?
…is my money going to last me?
…how do I give to my favorite charitable organizations?

Aging is a part of life that everyone will face one day. Here at Pathfinder, we believe in the importance of setting up all the right pieces to the puzzle early on, so peace of mind follows suit. We provide a sounding board to you and your family in making sure that communication is key. We come with years of experience in various family situations, so we can give a different perspective and shine light on what needs to be taken care of and how that best suits you.

Forging your path starts here. Let us guide you forward.