Helping Families Discover Their Path To Financial Freedom
At Pathfinder Wealth Group, we aim to help 100,000 Families E.A.T (Eliminate Debt, Accumulate Assets, & Transfer Wealth).
We empower families and individuals to achieve financial freedom with a simplified journey, cutting edge tools, and a community focused approach, ensuring our clients are positioned for sustainable success.
Our Mission
Optimize Cash Flow. Accumulate Assets. Create Generational Prosperity.
At Pathfinder Wealth Group, we believe wealth is more than just money, it’s about freedom, opportunity, and legacy. Our mission is to empower families to build, grow, and sustain wealth through strategic financial planning, education, and personalized wealth-building solutions.
Micro Family Office
At Pathfinder Wealth Group, we embrace the Micro Family Office approach, thoughtfully designed to meet the unique needs of families from all walks of life. This model provides personalized financial solutions that emphasize individualized attention, fostering deeper relationships and a better understanding of each family's values and goals. By leveraging this approach, we empower families to manage, grow, and preserve their wealth effectively, ensuring a lasting legacy for future generations.
Empowering Your Financial Journey with Our Comprehensive Wealth Management Services
Debt Elimination
Pathfinder’s debt elimination strategy leverages the Family Bank Method, a proven approach that helps individuals and families eliminate debt efficiently while building wealth.
Financial Coaching
Pathfinder’s $100K Guarantee is a 9-month entrepreneurial coaching program designed for entrepreneurs striving to earn their first $100K in revenue or grow by an additional $100K.
Insurance Planning
Pathfinder’s insurance planning model, The Bulletproof Method, ensures clients are financially bulletproof by minimizing vulnerabilities and providing a solid foundation for long-term wealth preservation.
Retirement Planning
Pathfinder’s workshops empower individuals and families to achieve financial freedom through education and action. We offer weekly webinars, monthly hybrid events, and quarterly in-person and hybrid paid workshops.
Financial Workshops
Pathfinder’s workshops empower individuals and families to achieve financial freedom through education and action. We offer weekly webinars, monthly hybrid events, and quarterly in-person and hybrid paid workshops.
Final Expense
At Pathfinder Wealth Group, we help individuals 50-85 secure affordable Final Expense Insurance, ensuring loved ones aren’t burdened with funeral costs, medical bills, or outstanding debts.
55 %
Underinsured = At Risk
Over 55% of adults don’t have life insurance or are underinsured, leaving their families at risk of covering final expenses out-of-pocket.
50 %
Are You Ready for Retirement?
Nearly 50% of Americans approaching retirement age have no retirement savings, leaving them financially vulnerable in their later years.
78 %
Paycheck-to-Paycheck
78% of Americans live paycheck to paycheck, with little to no savings for unexpected expenses or wealth-building opportunities
Trusted PARTNERS
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Your Path to Wealth Starts Today
At Pathfinder, we believe that financial success is about more than just numbers; it’s about having the right plan, the right tools, and the right guidance. Whether you're looking to optimize your finances, grow your investments, or build a legacy that lasts, we’re here to guide you every step of the way.
Take the first step toward lasting financial independence and schedule a FREE CONSULTATION today!
