Retire with clarity.
Live with confidence.
Right Path LLC builds retirement, insurance and legacy plans for individuals, families and business owners who want a coordinated strategy, not a product pitch.
- 1:1
- Personalized Planning
- 100%
- Client-Centered Approach
- 94%
- Client Retention
- Licensed
- Professional
Independent
Objective guidance as an independent WFGIA agency.
Nationwide
Licensed to serve clients in all 50 states.
Personalized
Plans tailored to your household, not a template.
Responsive
A senior professional replies within one business day.
An independent firm built for the questions retirement actually raises.
We work with a limited number of households and business owners, in depth, over decades. Every recommendation is written, every fee disclosed, and every strategy is built to survive market cycles, not chase them.
Our commitment is straightforward: the advice we give you is the advice we'd give our own family.
Read our storyCoordinated planning across every stage of retirement.
Insurance Protection
Prepare for uncertainty and protect the life you've built.
Learn more →Retirement Strategies
Prepare for leisure years without sacrificing quality of life.
Learn more →Business Strategies
Protect your business, your employees and your future.
Learn more →College Funding
Support your children's education without sacrificing your future.
Learn more →Long Term Care
Plan now so extended care costs don't derail your future.
Learn more →Life Insurance
Protect those you care about most with the right coverage.
Learn more →Legacy Strategies
Preserve your estate and keep loved ones secure.
Learn more →Disability Insurance
Protect your income if you're unable to work.
Learn more →Households and business owners in decisive seasons.
Individuals Near Retirement
You're inside the five-year window. Every decision now, such as when to claim, how to withdraw, and when to shift risk, has outsized consequences. We help you enter retirement with a written plan, not a hopeful spreadsheet.
Recently Retired Clients
The paycheck has stopped. Now the questions get harder: how much to draw, from where, and when. We build the operational plan that turns your balance sheet into confident monthly income.
Business Owners
Your business is your largest asset, and your greatest concentration risk. We coordinate succession, tax and personal wealth strategies so the transition funds the retirement you want.
Executives & Professionals
Concentrated stock, deferred compensation, complex benefits. We translate the alphabet soup of RSUs, NQDC, ESPP, and 10b5-1 into a plan that respects your time and your tax bracket.
High Net Worth Families
When assets exceed a certain threshold, tax, estate and philanthropy stop being optional. We coordinate specialists so nothing falls between the seams.
Widows & Widowers
In a season of grief, financial decisions can feel impossible. We move at your pace, sorting essentials first, complex decisions later, so nothing important is done in haste.
Let's build your retirement strategy together.
A candid, one-hour conversation with a senior financial professional. No obligation, no product pitch.