Sunpath Financial

Discover Your Progress Towards Retirement

With Our Complimentary Retirement Checkup

Learn More

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: November 25th, 2020

Vaibhav Meswani November 25, 2020

Market Update: November 24th, 2020

Vaibhav Meswani November 24, 2020

Market Update: November 13th, 2020

Vaibhav Meswani November 13, 2020

Market Update: November 12th, 2020

jcrowe85 November 13, 2020

You Can Buy More than a Coke With this COLA

jcrowe85 November 11, 2020

Market Update: November 11th, 2020

Vaibhav Meswani November 11, 2020