I'm very excited to announce that I have partnered with Mark Lamkin, Founder & CEO of Lamkin Wealth Management. This strategic alliance will bring much more value to the table as we march ahead in helping households achieve financial freedom. Please visit the Lamkin Wealth Management by clicking below:
Pathfinder Financial Services
I'm here to take the volatility out of your retirement accounts.
Pathfinder is a full service retirement planning agency dedicated to providing every client with individualized financial solutions. Pathfinder is an independent agency that strives to guide customers from their accumulation phase, through retirement and legacy planning.
Given the complexities of the financial market place, taking organized steps toward financial freedom is critical when bringing together your team of professionals.
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Today's Retirement Challenges:
Market Volatility, Retirement Income, Investments, Retirement Accounts, Taxes
Founder & CEO
Lamkin Wealth Management is committed to offering you more than simply financial planning services. We want to form a lasting relationship with you, providing advice and guidance tailored to your individual needs. Click here to learn more:
Life Insurance Products
Term Life and Permanent Solutions
Run your own quotes!!
Term insurance, Buy-Sell Agreements, Key Person Plans, Executive Bonus Arrangements and Emerging Liability Risk.
Risk Management - Retirement Planning
Fixed Indexed Annuity
Fixed Indexed Annuities are insurance products that protect against loss and can guarantee a stream of income.
Succession & Business Retirement Planning
Qualified Retirement Accounts
401k, Safe Harbor, Profit Sharing, Cash Balance and IRA's
Estate Planning - Wills and Trust
Estate Doc Pro
The Estate Docs Pro technology is specifically developed to make estate planning quick, easy, and affordable.
Thrift Savings Plan (TSP)
Leave it, Roll it over to an IRA or 401k
What to do next with your TSP?
Let's plan it together.
Accredited Wealth Management Advisor
The AWMA® designation program for financial professionals provides them with what they need to help clients capitalize on opportunities to preserve, grow, and transfer their wealth.
Create your very own Life Insurance Quote
Ethos and Pathfinder Financial Services
It's official, you can now run your own quotes confidentially and without worries of being bombarded by multiple agents. This comes straight to me and its up to you how to proceed.
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