About Lightpath wealth advisors
Lightpath Wealth & Tax Advisors: Your Trusted Partner in Financial Planning
Lightpath Wealth & Tax Advisors is an independent financial services firm that specializes in helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. With over 20 years of experience, the team at Lightpath Wealth & Tax Advisors has helped countless clients achieve their financial goals through personalized planning and expert advice.
At Lightpath Wealth & Tax Advisors, we understand that every individual has unique financial needs and goals. That's why we take a personalized approach to each client's situation, taking into account their current financial status, future aspirations, risk tolerance, and other factors that may impact their retirement planning. Our team of experienced advisors works closely with clients to develop customized plans that are tailored to meet their specific needs.
Our comprehensive suite of services includes retirement planning, investment management, tax planning and preparation, estate planning, insurance analysis and more. We believe in providing our clients with a holistic approach to wealth management so they can achieve long-term success.
Retirement Planning
Retirement planning is one of the most important aspects of your overall financial plan. At Lightpath Wealth & Tax Advisors we help you create a comprehensive plan for your retirement years by analyzing your current assets and liabilities as well as projecting future income streams such as Social Security benefits or pension payments.
Investment Management
Investing can be complex but it doesn't have to be overwhelming. Our team at Lightpath Wealth & Tax Advisors will work with you to develop an investment strategy based on your risk tolerance level while also considering market trends.
Tax Planning And Preparation
Taxes are an inevitable part of life but they don't have to be stressful or confusing. Our tax experts will help you navigate the complex world of taxes by providing guidance on deductions credits available for individuals or businesses alike.
Estate Planning
Estate planning is essential for anyone who wants control over how their assets are distributed after they pass away. Our team of experts will help you create a comprehensive estate plan that includes wills, trusts, and other legal documents to ensure your wishes are carried out.
Insurance Analysis
Insurance is an important part of any financial plan. We'll help you analyze your current insurance coverage and recommend changes or additions to ensure you're adequately protected.
At Lightpath Wealth & Tax Advisors, we believe in providing our clients with the highest level of service possible. That's why we offer ongoing support and guidance throughout the entire planning process. Whether you're just starting out or nearing retirement, our team is here to help you achieve your financial goals.
In conclusion, Lightpath Wealth & Tax Advisors is a trusted partner in financial planning for individuals who want personalized attention from experienced advisors who understand their unique needs and objectives. With a comprehensive suite of services that includes retirement planning, investment management, tax planning and preparation, estate planning, insurance analysis and more - we have everything needed to help clients achieve long-term success. Contact us today to schedule a consultation!