Strategic Path Financial Group
(10 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.
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In Business Since 2019
Sentiment Analysis
They were knowledgeable, accessible, responsive, trustworthy, and spoke a financial language that I could understand and that didn’t overwhelm.
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.
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.
They are helpful and are always looking for the best plan for their clients' future financial security.
We were also impressed with how Tom and George were willing to spend time to answer our questions and discuss even the smallest of details.
Tom was very patient and explained things clearly and kept me informed during the matriculation of the paperwork.
They have provided their expertise so we were able to feel financially confident as we entered into retirement.
Tom was informative and professional while keeping me on track with all that I needed to do with moving my 401K.
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