fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

College

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Is The Distribution From My 529 Plan Taxable?

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(New) Investing money into a 529 plan can be an effective strategy to save for college.  There are, however, some overlooked nuances related to some 529 plan distributions. And often times, those nuances are not addressed (or even discovered) until…

What Issues Should I Consider To Fund My Child’s College Education?

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(New) This checklist covers 21 of the most important planning issues to identify and consider when a client is trying to determine how to fund college. It’s structured as follows: Financial Aid Issues Funding Issues Qualified Account Issues Tax Planning…

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”
— Michael, an advisor in Pennsylvania
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
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