LifePath Financial

Finding Paths to Your Financial Goals

To contact us:

LifePath Financial

Phone: 614-477-2433

Fax: 614-855-0911

E-mail: roger@lifepathfinancial.com

About LifePath Financial

In an era when people have lost faith in financial industry, it’s nice to know there are still some financial advisors you can trust.

Roger explains his business philosophy, “I have a good friend who is an auto mechanic.  I always feel confident that when I take a car to him, I’ll get the straight story.  If it doesn’t need fixed, he won’t fix something just to make a buck.  If it does need fixed, he’ll tell me that too and give me an accurate estimate.  If it’s borderline, he will give me advice on the pros and cons of replacing something now versus later.  I trust his advice because I know he puts my best interests ahead of his own.

…. That’s the kind of financial planning business I want to build – one where my clients know they are getting the straight story from a trusted friend.”

LifePath caters to everyday people, not just those with $1,000,000 or more in assets to manage.  Roger carefully explains financial terms, challenges, and opportunities and takes the time necessary to fully answer client questions.  Every client is different, with different goals, different tolerances for risk, different family situations, different earning levels and different philosophies.  LifePath doesn’t apply a “one size fits many” approach, but instead provides personalized advice and recommendations.

Our Values

Advice You Can Trust