Follow Your Own Path 

CONNECT

Address:

6401 Eldorado Pkwy, Ste 336
McKinney, TX 75070

Phone:

469.200.4708

Fax/Other:

972.525.0664

AS THE SEASONS OF YOUR LIFE CHANGE, IS SOMEONE YOU TRUST WATCHING THE ROAD AHEAD?

At Life Path Wealth Advisors, our team can guide you through all of life's seasons.

We offer:

  • Comprehensive financial planning
  • Education Planning
  • Family needs planning
  • Asset management
  • Executive and employee benefits
  • Retirement Planning
  • Estate and tax planning
  • Legacy and multi-generational planning

We offer strategies - based upon your own unique circumstances and needs - using a mix of products chosen specifically for you.

Your portfolio may include:

  • stocks and bonds
  • tax-deferred and tax-advantaged investments
  • fixed and variable annuities
  • mutual funds and ETF's
  • CDs
  • REITs
  • alternative investments

We are also experience in:

  • 529 college savings plans
  • life insurance
  • long-term care

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck