Client Resources

Lightpath Wealth Advisors utilizes many fact-finding tools to gather information from clients before recommending and implementing different financial solutions.

Asset Reallocation Form

At Lightpath Wealth Advisors, we have access to today’s leading annuity carriers providing a diverse offering of products to meet your financial goals. To request a free, no-obligation annuity illustration, please complete the form below and our staff will research the best investment options and provide you a quote. All information will be kept confidential. * denotes required field.

    Request a personalized annuity illustration below.

    Quotes are provided for illustrative purposes only, and any quote based on this information is not an offer of an annuity contract. Upon determining your interest in an annuity, we are able to have an agent contact you about any of our specific annuities and your potential annuity purchase.