The Right Path to Financial Wellbeing

Focus on Retirement Planning

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.

Steve Smith, Financial PlannerAt 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

Our Approach

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:

  • Defined goals: During our initial conversations, we slow things down and dig deep into your objectives. How do you want to retire? What are your plans for your business? What do you want your legacy to be? We develop a list of objectives and prioritize them according to importance and cost.
  • Building a realistic financial plan: Based on your objectives, we can develop a clear and customized financial plan. We’ll draw on rigorous investment research to build a portfolio of evidence-based investments designed to help you reach your financial goals.
  • Engaging in ongoing review: No financial plan is static. As your goals change and the market rises and falls, we monitor your plan and respond to changes as they arise, fine-tuning as needed.

Prosperity and Purpose

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.

Learn More

To learn more about the RightPath experience explore our blog or sign up for our newsletter.

Ready to take the next step?

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Self Guided Path

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Steve Smith, Financial Planner

Steve Smith, Principal Right Path Investments

Fully Guided Path

Steve Smith, Principal of Right Path Investments is here to guide you with preparations to take your next step. If you’re ready to take that step, schedule some time for a one on one with Steve today.

Contact Steve