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State Directory- Tax PlanningAs a business owner, navigating tax regulations is crucial for financial optimization. You have the advantage of strategically planning both personal and business taxes, impacting long-term plans. Strategic tax planning minimizes tax liabilities and maximizes available incentives. Here are 9 tax planning moves for business owners to enhance financial well-being. Read More
- Estate Taxes
- Tax Services
- Roth IRAMost working Americans know the two most common retirement account types (Traditional IRAs and Roth IRAs) and the differences in the two; however, there are financial planning strategies that allow individuals to bypass Roth limits and build up after-tax assets, such as Roth IRA Conversions (Roth Conversions). This Back to Basics article explains the benefits and rules of Roth conversions, as well as provides real-world examples. Read More
- Income Tax
- Investment ManagementIn September 2022, Pathfinder acquired Keystone Financial Partners of Cary, North Carolina. Founded in 1997 by Jim Trull, the Keystone team shares similar values of planning-focused investment management with a rich client service mentality. As part of the new relationship, Chris Walsh, Keystone team member since 2010, became a partner of the combined firm in January 2023.
- Mutual FundsWith over 3500 individual stocks and over 7600 mutual funds to choose from in the US alone, investment selection can be daunting. With so many great investments to choose from (and many others that may not be so great), choosing investments should be intentional.
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- Financial PlanningBring your financial future into focus with our Certified Financial Planning™ Professionals. Our process will guide your decisions in the most efficient and comprehensive way to reach financial independence with confidence.
- Retirement Planning
- Asset ManagementThe goal of asset allocation is to provide you with the risk and return scenario that is most comfortable for you. This process will...