What matters to you shapes the way we plan, because your life is anything but generic.
Financial planning should reflect more than just your numbers, it should reflect you. At Pathfinder Wealth Consulting, we build personalized strategies focused on your goals, values, and vision for the future. From retirement and investments to tax, estate, and business planning, we help you make confident decisions and stay on track no matter where your path leads.
Let's Build Your PlanFrom your first paycheck to your retirement years, and every step along the way, financial planning helps you make informed decisions and stay aligned with your priorities. As life changes, a well-structured financial plan provides a steady framework to help you navigate new opportunities, challenges, and responsibilities.
Your financial goals are personal; shaped by your values, responsibilities, and vision for the future. By working together, we help you build a plan that reflects your priorities, adapts as your needs evolve, and keeps you on track to pursue the future you envision.
Retirement protection and accumulation
Putting your resources to work with a plan that adapts to your needs over time
Taking care of elderly parents and still supporting adult kids
Organizing and simplifying financing resources and issues
Managing retirement risks
Outsourcing implementation of your plan
Health care related decisions
Tax planning
Social Security decisions
Pension and rollover decisions
Inheritance planning
Transition to your ideal retirement lifestyle
* All investing involves risk including the possible loss of principal. Pathfinder Wealth Consulting does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Past performance is no guarantee of future results.
Serving Wilmington, Cary, and Clients Across the U.S.
At Pathfinder Wealth Consulting, we’re proud to call Wilmington and Cary, NC home. Our deep ties to these communities allow us to provide the kind of relationship-driven service you’d expect from a local advisor, paired with the expertise to guide clients nationwide.
Whether you prefer to meet in person or work with us virtually, our team is here to support you with personalized financial planning wherever life takes you. From the coast to the Carolinas and beyond, we help individuals, families, and business owners across the country plan for what matters most.
Together, we’ll walk through a personalized financial planning process designed to align your goals, your resources, and the life you want to lead. Please complete the form below, or call us directly at 910-793-0616.
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