Our Investment Planning Specialization

Insurance Consulting:

We work independently of any specific companies to help you find the right protection for you and your loved ones.

Retirement Optimization:

Helping you understand and aiming to optimize the balance between retirement income, employee benefits, and withdrawals from deferred compensation.

Tax Reduction Strategies:

Taxes are often the biggest drain on a family’s cashflow. We can help manage deductions and other opportunities for savings in conjunction with your tax professional.

Estate Planning:

Assisting you to create a customized and flexible estate plan that balances family protection control of your assets.

Employee Benefits:

Selecting the appropriate benefits offered by your employer is paramount to the success of your financial plan. Our licensed advisors can help you prioritize what is most important to you.

College Planning:

Navigating the expected family contribution, tax favored contributions and financial aid.

Healthcare:

Understanding the options and benefits to a variety of healthcare choices including exchange plans, Medicare options, and long-term care insurance.

Wealth Management:

Offering a variety of investment options and platforms customized to your needs. As an independent firm we do not offer any proprietary options, keeping our advice objective.

Special Needs Planning:

Unique challenges require specialized planning with the goal to help enhance quality of life while protecting one’s financial path.

Business Succession:

Evaluating options for business owners such as buy-sell agreements, installment sales, and other of business transfers.

Tenpath Financial Group, Private Advisor Group and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation