Our Story
At Strategic Path Retirement, we bring deep experience and full-service advisory support to every client relationship.
We take time to understand your goals and design strategies that guide you from your working years through retirement. Whether it’s managing investments, navigating healthcare, or planning for taxes, we provide direction at every stage so you can move forward with clarity and confidence.
A few years ago, the leaders of FOCUS4Financial and Strategic Path recognized an opportunity to combine their strengths. Together, they built a firm with the expertise to support individuals, couples, and business owners, and the capacity to help organizations create stronger retirement plans for their employees.
Today, Strategic Path Retirement is a single, united team with decades of combined experience committed to giving clients clear guidance and realistic path to retirement.