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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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Investment advisory services offered through Optivise Advisory Services, LLC., a SEC registered investment advisor.  Optivise and Financial Pathfinder are independent of one another.  Registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy. 

© 2021 Financial Pathfinder, LLC.  |  All Rights Reserved.

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