fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Complimentary Guides
Complimentary Guides:
Deductible IRA Contribution Rules
Category: IRAs & Retirement Plans
Death Of Spouse Issues
Category: Important Life Events & Decisions
Important Milestones
Category: Client Meetings & Client Service Calendar
Harvesting Capital Losses Issues
Category: Tax Planning, Non-Retirement Accounts & Assets
Required Minimum Distribution (RMD) Issues
Category: Client Meetings & Client Service Calendar, Retirement/Decumulation
Featured
Important Numbers
Category: Tax Planning, Client Meetings & Client Service Calendar
Considering A Trust
Category: Estate Planning & Charitable Giving
Common Estate Plan Elements
Category: Estate Planning & Charitable Giving
Inherited Traditional IRA & Inherited Roth IRA Issues
Category: IRAs & Retirement Plans
Social Security Fairness Act Rules
Category: Retirement/Decumulation
Recession & Market Correction Issues
Category: Investment Review & Market Events

What Customers Are Saying About Us

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“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
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— Robert, an Advisor in Colorado
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
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