What We Do
Money doesn't have to be complicated.
Life is about so much more than money. At Best Path Advisors, we are committed to helping you use your wealth to live a truly great life. We are passionate about delivering expert advice and planning, along with exceptional service, to provide you with the financial clarity to live confidently, purposefully and fully. Our goal is to help you live the life you want to live, your biggest, boldest, best life possible.
We believe all good planning begins with a plan!
A Well-Designed Financial Plan is powerful. It clarifies and simplifies your financial matters. It guides and informs your financial decisions. It addresses your questions. It provides a clear picture of your finances and the best path to achieve your goals, so you can spend less time worrying and more time focusing on the things that matter the most to you.
How Does It Work?
We start by getting to know you and your values. Then, we help you define goals and timeframes to live out your values. With this information, we help you optimize and prioritize multiple financial goals so you know where to focus first and can be assured all your goals will be addressed in time. We provide financial scenario modeling to answer your "what if's." We discuss alternate strategies to accomplish your goals, helping you make better informed decisions. We provide customized action plans and investment recommendations tailored to your goals and needs. We assist in implementing your plan and act as your accountability partner through check-ups and progress reports.
Comprehensive (Holistic) Financial Plans
We offer the following comprehensive plans:
Building Your Foundation
This plan is designed to help you construct a solid foundation for your financial future. Most likely, retirement is a distant event. We place an emphasis on helping you organize your financial affairs, reduce and eliminate debt, and maximize your opportunities for creating future wealth. If you have children, we also help plan for their education.
Growing Your Wealth
This plan is designed to help you build on the success you've had or maximize an inheritance you've received. Most likely, you're considering retirement within the next 5-15 years. We place an emphasis on optimizing your portfolio, minimizing income tax, diversifying risk, and prioritizing multiple goals, such as retirement, travel, vacation homes, and charitable gifting.
Preserving Your Wealth
This plan is designed to help you maximize your retirement while preserving the wealth you've accumulated. Most likely, you are already retired or would like to retire within the next few years. We place an emphasis on analyzing your retirement income sources, maximizing social security and pension income, reducing risk, minimizing income tax, and planning ahead for an efficient transfer of your estate to your heirs or charities.
Focused Planning Options
If you have a specific goal or situation that needs a targeted solution, please do not hesitate to ask us for a quote. Our fee will be based on the complexity of your situation and can cover topics like:
- Social Security Analysis
- College Funding Analysis
- Insurance Needs Analysis
- Employee Benefit Review
- Pension Plan Analysis / Recommendation
- Divorce Planning
- Estate Settlement
- Starting a Business
- Selling a Business
- Employee Stock Options
- Portfolio Review and Recommendation