Our Values

We are a value-based financial planning firm and our Christian values help drive everything we do for our clients. These values are engrained in our lives, our work, and our community. 

Honesty

We always do right by our clients and are always honest about their financial plans. Honesty drives everything we do at RetirePath. 

Integrity 

We act with integrity in everything that we do. To us, integrity means doing the right thing, even if it’s not the most convenient or profitable. We will always put our values above our paychecks. 

Service

We started in this industry to serve others and our amazing team helps clients each and every day. Our level of service is what sets us apart.

Compassion

We treat all our clients like we would want to be treated and are compassionate to their unique situations. Every client is different and deserves individualized care. 

Wisdom

We have extensive experience in the financial planning field and enjoy sharing our wisdom with clients. We believe that an educated investor is an empowered investor and will happily answer any questions you have. 

Our Christian values have helped mold the level of service we offer at RetirePath.