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.
Use our (free) financial health questionnaire to evaluate your path forward. With your score you’ll know whether you’re on the right path or if you need to adjust your approach.
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.