Strategic Path Financial Group
(13 Reviews)
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2019
Sentiment Analysis
Tom has eased some burden for me by his consistent follow through .
He worked diligently through everything and came up with nice plans and suggested couple financial moves to help secure some of our money so to confirm our retirement won’t run out way before we do!!
They were knowledgeable, accessible, responsive, trustworthy, and spoke a financial language that I could understand and that didn’t overwhelm.
He took the time to look at my situation, advise me on the pros/cons of when to begin social security benefits, reviewed my other retirement assets and created a solid, workable plan for retirement.
And ATTENTION to Detail were Phenomenal in converting My GOVERNMENT TSP to a INSURANCE ANNUITY RETIREMENT PLAN,....
If you are looking for a professional, personable, and talented strategic financial planner Tom Tyo with Strategic Path Financial Group will exceed your expectations.
Tom was informative and professional while keeping me on track with all that I needed to do with moving my 401K.
I had always made my own investments and had never really considered seeking help planning my retirement but I was so impressed that I sat down with them for an initial evaluation.
They were very professional and mapped out a strategic retirement financial plan that put us on a clear path to the comfortable retirement we had always hoped to achieve.
They are helpful and are always looking for the best plan for their clients' future financial security.
Read more reviews on:
Please leave us a review and let us know about your experience.