Lightpath Wealth Advisors utilizes many fact-finding tools to gather information from clients before recommending and implementing different financial solutions.
New Savers Form
Lightpath’s New Savers Form is an assessment tool that enables our advisors to assist you in the selection, design and purchase of a policy that meets your specific needs. Please answer the following questions to enable us to be as accurate as possible when researching investment alternatives for you. * denotes required field.