Pathfinder Financial Advocates

Services Offered

• Financial advisor
• Financial consultant
• Financial institution
• Insurance broker
• Investment service

About

Pathfinder Financial Advocates, established in 2012, supports clients in achieving their financial goals through comprehensive planning. Their team analyzes cash flow, creates personalized retirement plans, and offers guidance on college funding, insurance solutions, and estate planning. They specialize in Biblically Responsible Investing & can assist with investment management and 401k rollovers. Comprehensive Financial Planning Cash Flow Analysis & Budgeting Retirement Accumulation & Income Distribution Analysis College Funding Analysis Life, Disability & Long Term Care Solutions Social Security Analysis Medicare Insurance Tax Planning Estate, Legacy & Charitable Planning Fee-Based Investment Management Biblically Responsible Investing

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