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

Solutions & Services

· Retirement planning and funding—strategy and savings plan to realize your vision of retirement

· Education funding analysis and strategies—determine how to best save for college or grad school education for your child, grandchild, or yourself

· Investment asset allocation and selection—maximize return for the level of risk assumed

· Insurance needs analysis—how to best provide for your family in the event of death or disability

· Tax minimization

· Personal wealth creation and preservation

· Establishing charitable legacies

· Lump sum distribution advice

· Wealth transfer maximization and estate planning

· Cash flow, budget and debt analysis and management—help to reduce debt and increase savings

· Portfolio conversion to Socially Responsible Investments

· Second opinion on self-created financial plans

· Newlywed financial advice—ask about our Starting Down the LifePath package

· Eldercare health and wealth planning and strategies

To help you find the path to your financial goals, we offer the following services: