fpPathfinder

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

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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning
Important Milestones
Category: General, Tax Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: General, Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General
Featured
Featured Guides:
What Issues Should I Consider When Reviewing My Existing Annuity?
Category: Insurance Planning, Assets and Investment Planning
What Issues Do I Need To Consider As My Child Becomes Independent?
Category: General
What Issues Should I Consider When Owning A Rental Property?
Category: Assets and Investment Planning
What Issues Should I Consider When Creating My Estate Plan?
Category: Estate Planning
What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?
Category: General
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“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
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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