Our Services

Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance and an array of financial planning and wealth management services that can be personalized to fit your situation.

Financial Planning Designed Around You

Our comprehensive wealth management approach strives to help each client build a complete plan. As your trusted advisor, our goal is to help you achieve your goals.

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all aspects of your financial life in order to achieve the life goals you want as efficiently and effectively as possible. 

This may include:

Wealth Accumulation

Actively managing our client’s portfolio to take advantage of trends and implement strategies designed to control downside risk.

Retirement Income Strategies

Plans that balance growth, risk, guaranteed income & liquidity to help you enjoy the successful retirement you’ve worked so hard for.

Annuities

Help ensure your retirement security being in a tax-deferred investment providing a guaranteed stream of income for life.*

Life Insurance

Much more than death benefit protection, life insurance provides the living benefit of cash value accumulation and a retirement income stream.

Tax Minimization Strategies

Preserve family assets from unnecessary taxes or manage investments in a tax-efficient way are two examples of the benefits of tax planning.

Asset Protection

Preserve your assets from various unknown risks and creating a wealth preservation strategy to address potential negative future events.

IRA & 401(k) Rollovers

We can help you determine if a rollover is the right move for you, and the best vehicle to help conserve and grow your rollover assets.

Education Savings

As the need for relevant skills has increased, so have the costs for education. Planning is vital to fund this investment for the next generation.
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