fpPathfinder

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

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Required Minimum Distribution Report

Related Guide: What Issues Should I Consider When Reviewing My RMD?

Category: General
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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 adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
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