fpPathfinder

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Healthcare

Category:
Retirement / Decumulation
If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?
Category: Retirement / Decumulation, Insurance Planning
What Issues Should I Consider Before I Retire?
Category: Retirement / Decumulation, General, Life Events
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Category: Retirement / Decumulation, Insurance Planning, General
Will I Avoid Medicare Enrollment Penalties?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Will I Be Enrolled Automatically In Medicare?
Category: Retirement / Decumulation, Insurance Planning, Life Events
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
Related Topics
Social Security
Category:
Retirement / Decumulation
Healthcare
Category:
Retirement / Decumulation
Distributions
Category:
Retirement / Decumulation
Misc.
Category:
Retirement / Decumulation
Charitable Giving
Category:
Retirement / Decumulation

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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
— Rick, a financial advisor
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“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
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
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