An independent firm built for the questions retirement actually raises.
Right Path LLC was founded on a simple premise: retirement planning deserves the depth, coordination and candor typically reserved for institutional clients, delivered at a human scale, one household at a time.
Founded to bring institutional-grade planning to individual households.
After years watching families receive advice built around what a firm could sell rather than what a household actually needed, we set out to build something different: an independent practice where the plan comes first and the product, if any, follows the plan.
We work with a deliberately limited number of clients so we can go deep on the questions that matter: when to retire, how to draw income, how to bridge to Medicare, what to leave and to whom. The answers are rarely simple. That's exactly why they deserve a plan.
Every recommendation is written. Every fee is disclosed. Every strategy is tested against markets we can't predict, and revisited on a schedule, not on impulse.
The commitments that shape every recommendation.
Client-first
Every recommendation must pass a simple test: is this what we'd advise our own family?
Independence
We answer to our clients, not to a parent company, product shelf or sales quota.
Discipline
We build plans that survive market cycles and revisit them on a schedule, not on impulse.
Clarity
Complexity is the enemy of good decisions. We speak plainly.
Stewardship
We measure our success in decades, not quarters.
What working together actually looks like.
Personalized Advice
No model portfolios or templated plans. Every recommendation is built around your household.
Long-Term Partnership
Our clients stay for decades. We plan for the next thirty years, not the next quarter.
Independent Guidance
As an independent WFGIA insurance agent, we recommend what fits your household, not what sells easiest.
Education First
We explain the why behind every decision. You'll never be asked to trust a black box.
Transparent Planning
Written plans. Written fees. Written recommendations. Nothing left to interpretation.
Comprehensive Roadmaps
Income, tax, healthcare, estate, insurance, all coordinated, not siloed.
Let's build your retirement strategy together.
A candid, one-hour conversation with a senior financial professional. No obligation, no product pitch.