The Profile of a Pathlight Client

While greater asset totals are ideal, it can also mean that you have more at risk. We aim to give you the tools you need to protect those assets throughout the duration of your retirement by removing risk from the equation. Modern solutions are also changing the landscape, potentially meaning you don’t have to eliminate the possibility of growth to get protection. We also have options for business owners that help them protect against the many risks of owning a company. We have innovative solutions for key man insurance, buy-sell agreements, group insurance coverage and more, giving you confidence that your dream will be protected.

Members of our military defend our country and give us the freedom to pursue our dreams. But who’s giving them the help they need to pursue their own dreams? At Pathlight Advisers, we step in with a comprehensive understanding of military and federal benefits. We can leverage those benefits to find a path and plan that works in retirement, or we can explore options that are available to private workers, which have the potential to be even more effective. We can also use those strategies to preserve your hard-earned funds and remove or mitigate the major risks of retirement as you move through different phases of your life.

Athletes and entertainers have unique needs. Fortunately, our solutions are also unique, and we approach each individual’s situation with an open mind and a goal of finding a custom answer to each question. Additionally, while we believe you should reap the rewards of your talents and skills, we also believe it’s worth using a portion of your earnings to provide for yourself in the future. We can help you by analyzing your circumstances and determining how much you’ll need to maintain your lifestyle in retirement. Then, we can use that data to find protective methods and preserve necessary funds for your future, ideally giving you flexibility and peace of mind.