
At Pathfinder Financial Advocates, we know that you want to be financially secure and retirement ready. In order to achieve this, you need a reliable partner who will take a holistic view of every aspect of your financial life and guide you through retirement. The problem is you don't have a trusted advocate to create a well thought out plan that puts your interest first. This leaves you feeling worried, anxious, and alone. We believe you deserve a plan that fulfills your needs and maximizes your resources. We understand how overwhelming this all can be, so much so that you are afraid to take that first step. We are here to hold your hand through it all, so you are confident in every decision you make.
Here is how we do it:
- Discovery – Learn about YOU and your Goals.
- Design – Construct a Plan that is flexible and meets your needs.
- Action – Implement, Update, and Maintain to meet your desired goals.
So, take your first step and call to schedule your free consultation now! And in the meantime, sign up for our newsletter. So, you can stop worrying about going it alone and instead become confident that you are financially secure and retirement ready.
Call : 636-229-6678 | Email : suresh@pathfinderadvocates.com
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Newsletters
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.