Since 2004, RightPath Investments & Financial Planning, Inc. has worked with retirement investors in Summit County, CO to help them achieve long-term financial well being. Every investor’s path to financial security is different, so we work closely with clients to collaborate on a financial plan that addresses their personal investing, spending, income and legacy needs. We’re here to provide dynamic support as clients’ goals and financial plans change. As a fee-only practice and in our role as a fiduciary, clients’ needs are always put first.
At RightPath, I help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur. I know firsthand the importance of having a proper financial plan in place.
– Steve Smith, founder RightPath Investments
Your financial plan should reflect your unique needs and goals, from saving for retirement to achieving the financial flexibility to pursue a new career. The financial strategy we work with you to develop involves the following:
There’s more to financial planning than building an investment portfolio. It’s about your life. That’s why we provide a range of services including ongoing education and support. We help clients manage challenges that may come up, from short-term market downturns to questions about whether to make a big-ticket purchase such as a second home. We are happy to coordinate the expertise and resources to help address these and many other challenges as well.
Contact Steve today for a personal, complimentary consultation by email or call 970-668-5525