LifePath Financial

Finding Paths to Your Financial Goals

Financial Peace of Mind

LifePath Financial

Phone: 614-477-2433

Fax: 614-855-0911

E-mail: roger@lifepathfinancial.com

The recent economic meltdown has impacted everyone.  Even if you’ve been fortunate enough to keep a job and a house, you have probably worried about your savings and emergency fund, your ability to put the kids through college, and your ability to retire comfortably.  A trusted financial advisor can help you work through the possibilities and ease your financial worries.

Financial Peace of Mind  comes from:

· Trust that your advisor has only your best interests at heart, not their own and not Wall Street’s

· Assurance that your investments are appropriate for your goals and timelines, not needlessly risky

· Knowledge that your financial plan is about you, your dreams, your plans, your income, your personal situation, your concerns, not an “average” plan based on your age and current assets

· Understand the range of possible events and what it means to your situation

· Confidence that you and your advisor have covered all the bases, not just a few of them

To contact us: