
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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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Investor Profile
Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.