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NAVIGATING YOUR FINANCIAL FUTURE

FINANCIAL PLANNING  -  RETIREMENT PLANNING  -  FORNEY, TX

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ABOUT US

At Financial Pathfinder, LLC, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable but you will also discover that our staff truly cares about helping make your dreams a reality.

STRATEGIES

Financial Pathfinder LLC provides comprehensive financial planning and strategy services.  This may include any of the following: identifying and implementing strategies to enable achievement of financial goals; Active management of investments; Retirement solutions; Business strategies; Business succession; Estate Planning; Insurance strategies, and Charitable legacy strategies.

RETIREMENT

STRATEGIES

SOCIAL SECURITY

EXPLORATION

LEGACY PLANNING

CONCEPTS

UPCOMING EVENTS

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ASSET MANAGEMENT

APPROACH

BUSINESS

STRATEGIES

CONTACT US TO LEARN MORE ABOUT OUR SERVICES AND HOW WE CAN HELP YOU!

Contact Us Today To Learn How Financial Pathfinder Can Help You!

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FINANCIAL PATHFINDER, LLC

Forney, Texas 75126   |   404-738-9234   |   fakridge@optiviseria.com

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Optivise Advisory Services ("OAS"), d/b/a Financial Pathfinder LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. OAS, Form ADV Part 2A, and CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

© 2025 Financial Pathfinder, LLC.  |  All Rights Reserved.

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