Who We Help

At Lightpath, our clients are all following paths unique to them. Each has an interesting, individual story to tell—and the need for a personalized approach to investing and finance.

Active Families

We help you prioritize financial goals and save for long-term security.

Does this sound familiar? You’re doing some investing and saving already but haven’t given it the time, attention and consistency that you believe it deserves. Moment-to-moment stresses and distractions, the constant tug of children, jobs and other obligations and the feeling your retirement horizon is way down the road…All these realities make it hard to focus on creating and implementing a sound financial plan. You get bombarded by experts online and on TV about what’s best for you to be doing, but they don’t really know your situation and the questions still loom:

Have you ever asked yourself…

  • Am I putting my extra income in the right places?
  • Will I be able to send my kids to college?
  • Will I have enough for retirement?
  • How much do I need to save each year?
  • Is my money invested in a way that’s best for me and my family?
  • How am I really doing?
  • Have any of my goals changed?
  • What if my family encounters a major life change?
  • What if my spouse or I lose our job?

These worries don’t have to consume your life if you start planning now. Financial planning can help you achieve many things in life, but one thing it can’t do is turn back time. We’ll help you capitalize on your current success and craft a plan focused on helping you sustain your current lifestyle even after you’re finished earning.

This is where the help of a trusted financial planning firm can make a difference in your life. At Lightpath, our goal is to find answers to your questions and help bring clarity around your saving and investing decisions. Let us help you get on the right path to where you want to go. Contact us today to find out how we can get started.