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 adviser in attaining financial well-being. For individuals and families, 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. For our business, non-profit and trustee clients, we offer FiduciaryPlan™, which provides comparable services with a focus on discerning the beneficiaries’ financial goals and providing the fiduciary with robust protection from legal liability.
Achieving a satisfying financial lifestyle is more than money in the markets; it requires a complex set of services: