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Doing Good Through Financial Planning
Our commitment to Christian values guides us in our mission to assist individuals in achieving a comfortable and successful retirement. Together, we can help you simplify your financial future and pursue the things that matter to you. Our values, relationships of trust, and high levels of service set us apart and we can't wait to work with you.
Our Process: RETIREPATH GPS
At RetirePath Advisors, we have a process that brings your financial planning to a new height and allows you to navigate even the most unexpected paths. We break down your financial planning into steps, giving you the freedom and ability to create your life's ideal path to - and through - retirement. Our detailed and adaptable planning process navigates you through Retirement, Financial, Estate, Investment, and Charitable Planning as you look to walk both sustainable and suitable present and future paths. As your guide and companion, the lifelong relationships we develop are our single greatest asset we possess.
Do you have a Prayer Request?
On a typical Friday morning at RetirePath Advisors you will see the team watching The Chosen. As a staff we have devotion on Fridays. Our devotion currently consists of watching about 15 minutes of an episode, reflecting, reading bible verses that truly relate to the episodes and we end in prayer. Each week we have a list of names that we read and pray over. We would love to pray for you.
2023 TAX PLANNING
HERE ARE YOUR 2023 NUMBERS YOU NEED TO KNOW FOR YOUR TAXES!
KEY FINANCIAL DATA 2023
Understand where your Federal Tax Dollars go.
Download the 2023 Tax Planning Guide to help answer your tax questions.
Professional Advisor of the Year
RetirePath Advisors attended the Fremont Area Community Foundation Annual Dinner a few weeks ago on National Philanthropy Day!
Chris Leaver received the "Professional Advisor of the Year" award. Chris understands the importance of giving back. He plays a critical role in advancing philanthropy in Fremont and the surrounding communities. Chris has had many conversations about charitable giving and planned gifts and continues to do so. He encourages individuals to consider making philanthropy part of their financial planning, and he provides his expertise in order to do it effectively.
This award is well deserved, and we are blessed to have Chris as part of our firm! Thank you Chris for your guidance and trust you give to our clients, while putting their values first. Thank you for enhancing God's kingdom.
This endorsement is being provided by the Fremont Area Community Foundation, who is not a client of Chris Leaver. Chris Leaver has not paid any compensation for this endorsement. Thrivent believes there are no material conflicts of interest as the Fremont Area Community Foundation has no financial incentive or other material relationship with Chris Leaver that would cause them to recommend him to you. Please note that your experience with Chris Leaver or other Advisory Persons of Thrivent may be different from that of other clients of Chris Leaver. This endorsement is not related to the quality of investment advice, nor is this an indication of Chris Leaver or Thrivent’s future performance.
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