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Will you outlive your money or will your money outlive you?

Our financial advisors take a different approach to helping people like you pursue financial freedom.

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ServicesCommonsense Advice For Commonsense Clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning

Financial Planning

Pathfinder Financial Advocates work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

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Retirement Planning

Retirement Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

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Life Insurance

Life Insurance

Life Insurance is a Key Risk-Management Tool That Can Help You Pursue Your Financial Dreams While Protecting The Ones You Love.

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Long Term Care

Long Term Care

Nobody likes the thought of not being able to care for themselves anymore due to injury, illness, or growing older. However, the time may come when you need help performing routine, daily tasks.

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<sup>What We Do</sup> Forging A Path Together

What We Do Forging A Path Together

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.

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Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

About Us Who You Work With Makes A Difference

Suresh Fernando is the President of Pathfinder Financial Advocates and is a Fiduciary. He is a Retirement Income Certified Professional®. The RICP® is the nation's leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.


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“Risk doesn't pay off as often as people think. Wealth is created by transferring risk and making every dollar in your household productive.“


Suresh
Fernando

- President, Pathfinder Financial Advocates


Suresh Fernando

Resources Articles And Events

Retiring the 4% Rule

Retiring the 4% Rule

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When Should You Take Social Security

When Should You Take Social Security

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18 Years&#8217; Worth of Days

18 Years’ Worth of Days

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