Meet with Lightpath

Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance.

Schedule a Free Consultation

As a retirement planning and Certified Public Accounting firm, we are confident we can assist you in achieving your financial goals. Lightpath’s advisory team is well-versed in:

  • Accumulation and income planning
  • Insurance planning
  • Social Security benefit analysis
  • Qualified plan and IRA distribution analysis
  • Education and estate planning
  • Tax planning and preparation

Together, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life past employment and we’ll help you navigate the complex, confusing, and always-changing world of financial services.

We invite you to reserve a remote introductory financial planning consultation today to see how Lightpath Wealth & Tax Advisors can provide you with the service, insight, and trust that you deserve. We look forward to working with you!