STRATEGIC PATH FINANCIAL GROUP

The aim of SPFG is to be a full-service, transparent and client-first retirement planning firm that treats everyone like family. Our goal is to simplify the process, educate and answer our client's questions with an easy to understand format. As licensed fiduciaries, not only is it our legal responsibility to provide advice that is best for you, it is our passion! We specialize in providing income strategies that are safe, secure and tailor-made to your individual financial goals during (or entering) retirement... Communication Matters - We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant... Strategic Path Financial Group offers financial services such as retirement planning, annuities, insurance reviews, income strategies, and tax planning.

Also known as: Strategic Path Financial Group, LLC

Primary location: Oxnard United States