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Strategic Path Retirement’s deep experience and complete advisory services personalize the retirement process and help clients plan for a better future. Our team helps clients transition from work to retirement. We navigate taxes, health care, and investments throughout the retirement process. We give clients a better path to imagine a rewarding retirement.
Over the last few years, FOCUS4Financial and Strategic Path leaders saw a synergy to work together. Retirement became a reality for so many near-retirement couples. Companies started adopting better retirement plans for their employees. Today, the companies are one under Strategic Path. Our team gives clients a realistic, open road to imagine a rewarding retirement.