Sunpath Financial

Discover Your Progress Towards Retirement

With Our Complimentary Retirement Checkup

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Educational Webinars

Financial pursuits should begin with an education - Welcome to class.

Social Security
Benefit Maximization

September 17th @ 11:00am PST

How Social Security benefits work, and claiming strategies that can increase total benefits for married couples.

Maximize Your Retirement Lifestyle

September 23rd @ 11:00am PST

Join Tim Healy and industry expert and consultant, Steven Welsh, to learn how you can maximize your retirement lifestyle through strategic planning

Long-term Care Alternatives

How Social Security benefits work, and claiming strategies that can increase total benefits for married couples.

Your Customized Retirement Plan

You will receive a copy of your retirement plan in one of our Sunpath folders, along with a letter from the our owner, a few brochures explaining our process, and a copy of our forbes article.

Retirement Blog

Market Update: October 22nd, 2020

Vaibhav Meswani October 22, 2020

Market Update: October 21st, 2020

Vaibhav Meswani October 21, 2020

Market Update: October 20th, 2020

Vaibhav Meswani October 20, 2020

Market Update: October 19th, 2020

Vaibhav Meswani October 19, 2020

Market Update: October 16th, 2020

Vaibhav Meswani October 16, 2020

Market Update: October 15th, 2020

Vaibhav Meswani October 15, 2020