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ABOUT US

A Full Service Business Consulting Firm dedicated to providing every client with individualized Financial Solutions. We combine a team approach that combines knowledge and experience to help our customers.

Given the complexities of the financial and business market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals.  We pride ourselves on the fact that we will guide you on your journey to achieve your goals.  We strive to guide our customers through retirement, succession and business planning.

Succession & Retirement Planning

401K, PROFIT SHARING, CASH BALANCE We make it easy, we aim to help small business owner overcome regulatory challenges associated with offering retirement benefits.

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Life Insurance Products

Buy-sell agreements, executive bonus arrangements, key person plans, and emerging liability risk are different methods that take careful planning.

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Risk Management

Fixed Indexed Annuities are not an investment. Rather fixed index annuities can provide powerful insurance benefits.

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REACH YOUR POTENTIAL FASTER AND WITH EASE 

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SERVICES

Probate & Estate Planning

Personal estate planning services constitute a significant segment of our practice.

Business Brokerage

Business brokers perform many duties, including confidentiality, valuation, and financing.

Life Insurance Products

Buy-sell agreements, executive bonus arrangements, key person plans, and emerging liability risk are different methods that take careful planning.

Taxation

Pathfinder is composed of experienced attorneys who have handled numerous tax disputes with the Internal Revenue Service.

Risk Management

Fixed Indexed Annuities are not an investment. Rather fixed index annuities can provide powerful insurance benefits.

Compliance & Administration

As a retirement plan sponsor, you probably know how important it is to comply with the Employee Retirement Income Security Act.

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