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Edit Business | Pathfinder Financial Group
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About Pathfinder Financial specializes in providing expert, unbiased advice to help clients "Chart Their Course" on the road to Financial Independence. Story Pathfinder Financial specializes in providing expert, unbiased advice to help clients "Chart Their Course" on the road to Financial Independence. Whether you are just starting to save for retirement, close to retirement, or already retired, we will work to create a personalized financial plan that works for you. Why Pathfinder Financial? The goal of financial planning is to allocate an individual's resources in the most efficient manner to optimize their current needs while providing for future objectives. The mission of Pathfinder Financial is to assist you in your planning process by providing you the knowledge and experience to help you make proactive decisions regarding your finances in a comfortable, no pressure atmosphere. Find out more about our process, the client-advisor relationship, and how we assess your individual risk tolerance. We provide a one-hour complimentary consultation for all prospective clients. This provides you with an opportunity to determine if your needs and our practice are appropriate for you. Our Services Include: Financial Planning Investment Management Debt Planning Tax Planning Strategies Insurance Planning Budgeting Charitable Giving Estate Planning Employee Benefits Specialized Services Impressum Securities offered through Securities America Inc., Member FINRA/SIPC. Paul Games and Karen Goddard, Registered Representatives. Advisory and financial planning services offered through Securities America Advisors. Paul Games, Investment Advisor Representative. Pathfinder Financial Group and the Securities America companies are not affiliated. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. Representatives are licensed to conduct securities business in the following states: CA, CT, DE, FL, MA, ME, NH, NY, PA, RI & VA and insurance business in CA, CT, DE, FL, MA, ME, NH, NY, PA, RI & VA. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
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