fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General
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Where Should My Next Dollar Go?
Category: General
Can I Make A 529-To-Roth IRA Transfer?
Category: General, Working / Accumulation Phase, Tax Planning
What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?
Category: General, Estate Planning
What Issues Should I Consider When Using A Reverse Mortgage
Category: Assets and Investment Planning
What Issues Should I Consider When Selling My Home?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Owning A Rental Property?
Category: Assets and Investment Planning
What Issues Should I Consider When Creating My Estate Plan?
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What Issues Should I Consider With My Social Security Retirement Benefits?
Category: Retirement / Decumulation
What Issues Should I Consider As A Business Owner Or 1099 Worker?
Category: Working / Accumulation Phase
What Documents Do I Need To Collect For Filing My Tax Return?
Category: Tax Planning
What Issues Should I Consider When Establishing & Maintaining My Emergency Fund?
Category: General
What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?
Category: Tax Planning
What Issues Should I Consider When Doing A Section 1035 Exchange?
Category: Tax Planning, Insurance Planning
What Issues Should I Consider When Reviewing My Existing Life Insurance Policy?
Category:
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General
Featured Topics:
Medicare
Category:
Insurance Planning

What Customers Are Saying About Us

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“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
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— An advisor in Utah
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
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— Deirdre, an advisor in Massachusetts
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— Sean, an advisor in California
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