Ready to Take Control of Your Financial Future?
We understand that choosing a financial advisor is an important decision. That's why we offer an initial consultation to help you understand our approach, assess your needs, and determine if we're the right fit for your retirement planning goals.
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Service Area
Serving clients nationwide
Virtual and in-person consultations availableResponse Time
Initial consultation scheduled within 48 hours
Morning, afternoon, and evening appointments availableWhat to Expect
- 30-45 minute initial consultation
- Discussion of your retirement goals and concerns
- Overview of our planning process
- No obligation or pressure
- Complimentary and confidential
What Our Clients Say
"Wealth Path helped us navigate the complexities of coordinating our retirement timelines. Their expertise in Social Security optimization alone saved us thousands of dollars in benefits."
"As a single woman planning for retirement, I was worried about having enough money to last. The team at Wealth Path gave me confidence and a clear plan for my financial future."
"Their comprehensive approach to healthcare and long-term care planning gave us peace of mind. We now know we're prepared for whatever comes next."
Frequently Asked Questions
Is the initial consultation really free?
Yes, absolutely. We believe in building relationships based on trust and mutual understanding. Our initial consultation allows you to learn about our approach and determine if we're a good fit for your needs, with no cost or obligation.
Do you work with clients nationwide?
Yes, we serve clients across the United States. We conduct consultations via secure video conferencing and can handle all aspects of your retirement planning remotely. For clients who prefer in-person meetings, we can accommodate that in certain locations.
What's your minimum to work with you?
We work with clients who have a genuine commitment to retirement planning, regardless of current asset levels. During our consultation, we'll discuss your situation and determine how we can best help you achieve your goals.
How are you compensated?
As fiduciary advisors, we are committed to transparency in all our relationships. We'll clearly explain our fee structure during our consultation and ensure you understand exactly how we're compensated before we begin working together.
How long does the planning process take?
The timeline varies based on your situation's complexity, but most clients have an initial plan within 4-6 weeks of our first meeting. Implementation may take additional time depending on the strategies we recommend.
Do you provide ongoing support?
Yes, retirement planning is an ongoing process. We provide regular reviews, market updates, and are available to answer questions as they arise. Your plan will be adjusted as your life circumstances and market conditions change.