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Pathfinder Financial Group - Chart Your Course

  •  Tel: 978-518-3136
  • Fax: 978-418-9169
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Pathfinder Financial Group - Chart Your Course

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Chart Your Course

with unbiased advice

Helping You

financially protect who you love

Our Mission

your success is our only mission

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  3. Our Process

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

 

What is Financial Security Planning?

Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes
  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
  • Provide for your loved ones or heirs in the event of death, disability or critical illness
  • Protect your business and your employees through affordable benefits

About

  • Our Team
  • Our Philosophy
  • Our Process

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5 Water Street, Suite 5B
Newburyport, Massachusetts
01950 United States

  •  Tel: 978-518-3136
  • Fax: 978-418-9169
  •  paulgames@pathfinderfinancial.com
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Securities offered through Securities America Inc., Member FINRA/SIPC. Paul Games and Karen Goddard, Registered Representatives. Advisory and financial planning services offered through Securities America Advisors. Paul Games, Investment Advisor Representative. Pathfinder Financial Group and the Securities America companies are not affiliated. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Pathfinder Financial Group, Inc. BBB Business Review

"The BBB has determined this business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business product quality or competency in performing services."

 

 

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