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Even More Resources

We firmly believe that an educated investor is a better investor with a more satisfying financial lifestyle. To that end, we provide extensive informational resources offering ideas you can put to work right away. From our blog and newsletters to a deep article archive an access to our LibraryThing books, you'll want to visit our News & Resources right now!

 

ProsperityPlan™
What Can It Do for You?

Through ProsperityPlan, we help you to take a "big picture" look at the issues affecting your financial well-being, assist you in setting better priorities, and help you accomplish them. Your adviser is always available to you to answer any questions, identify resources, and help you manage these issues. Browse our site to learn more about how ProsperityPlan works and how it can help you.

 

FiduciaryPlan™
A Great Solution for Trustees

Are you a trustee, plan manager, or endowment committee member? We provide comparable services through our FiduciaryPlan™ Professional Consulting and Advice for Investors with Fiduciary Responsibility. Visit FiduciaryPlan™ today!

Welcome to RightPath!

Steven R. Smith, JD, CFP, founder of RightPath Investments, [photo]

Steven R. Smith
JD, CFP
Founder

Personally and in business, we use money to provide for ourselves, achieve our goals, change our world, and—let's face it—have fun. And, while managing your money is a serious task that requires effort, the process should not be so consuming that it stops you from creating and preserving the wealth needed to accomplish these goals.

At RightPath Investments & Financial Planning our mission is to be your key advisor in attaining financial well-being. Our ProsperityPlan™ Integrated Wealth Management Solution is a client-centered, multidimensional consultative process that takes an organic approach to financial planning, wealth management, and investing:

You have the right intentions for your money. A solid road map with clearly defined routes—including alternatives—can help you accomplish and make the most of the journey. That's the wealth management every client needs and deserves.

In Financial Services, Coordination is the Key.

Your financial lifestyle is not just money in stocks. It's a complex set of services:

 

You and your RightPath Advisor work at the nexus of these issues, and none of them operates in isolation. As your key advisor, we are with you at every step. The result? A financial lifestyle plan with clear wealth management guidelines and investment policies. Following them leads you toward your goals.

Overcoming Road Blocks to Your Wealth Management Goals

We don't just help you plan; we help you understand what might prevent you from achieving your goals. If your path changes unexpectedly, your financial environment creates challenges, or you discover a new dream, we'll revisit your plan to accommodate those changes.

Please explore our site to get started on your discovery process. We provide a wealth of learning resources and tools so that you understand and stay in control of your financial picture. And, we are available whenever road blocks arise.