Steven Smith - RightPath Investments & Financial Planning, Inc.

We use money to provide for ourselves, achieve our goals, change our world, andlet's face ithave fun. And, while managing your money is a serious task that requires effort, the process should not be so consuming that it stops you from creating and preserving the wealth needed to accomplish these goals. At RightPath Investments & Financial Planning our mission is to be your key adviser in attaining financial well-being. For individuals and families, our ProsperityPlan Integrated Wealth Management Solution is a client-centered, multidimensional consultative process that takes an organic approach to financial planning, wealth management, and investing. For our business, non-profit and trustee clients, we offer FiduciaryPlan, which provides comparable services with a focus on discerning the beneficiaries' financial goals and providing the fiduciary with robust protection from legal liability. Explore our collaborative process: Discover the intentions for wealth. Define goals, prioritized by cost. Design a realistic financial plan. Engage in on-going review and consultation. Your adviser is always available to ask and answer any questions.