Free Financial Fitness Score
 

Get an instant elevation of your retirement plan, tax situation and estate plan in 5 minutes.

What you will get

1

Instant retirement analysis showing if you are on track.

2

Review of your tax return with potential planning opportunities for tax reduction

3

Visual representation and fitness score of your estate plan.

How We Can Help

Plan Better

Planning for your future should be fun. Forget about the boring financial presentations and 100 page booklets of nonsense. Our planning process helps you discover, dream, develop and defend your future financial success

Invest Better

We do not sell complicated financial products or high-commission insurance policies. We simply give the investing advice you need to reach your goals. You should always understand how you are invested. And you should always know what you are paying.

Live Better

Life isn’t just about money. Even as financial planners, we understand that. So we help you feel comfortable about your entire financial situation. Then you can get to enjoying the rest of your life.

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Fiduciary

Watch this short welcome video to quickly learn more about Straight Path Wealth

CFP® Professionals

Only 25% of financial advisors have obtained the CERTIFIED FINANCIAL PLANNER designation, and even less have their CHARTERED FINANCIAL ANALYST certification.

 

Shouldn't your advisor be a leader in the industry?

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