Financial Pathfinder

Our Vision

At Financial Pathfinder, LLC, we empower individuals and families in Forney, Texas to navigate the complexities of financial planning and reach their financial goals. We believe in personalized, transparent guidance, and a collaborative approach to financial success.

Our Team

Led by certified financial planner Frank Akridge Jr., our team comprises experienced professionals dedicated to understanding your unique financial situation and developing tailored strategies to fit your individual needs. We combine expertise in retirement planning, investments, business strategies, and wealth preservation to create a holistic financial roadmap for the future.

Retirement Planning

• Comprehensive analysis of retirement accounts, investments, and spending needs
• Development of personalized retirement strategies, including the use of life insurance and fixed annuities
• Guidance on maximizing retirement contributions and minimizing taxable withdrawals

Social Security Exploration

• Comprehensive analysis of your Social Security benefits and potential gaps in coverage
• Strategies for increasing your Social Security income and mitigating risk

Legacy Planning Concepts

• Guiding you in crafting a meaningful and impactful legacy through estate planning and charitable giving
• Ensuring your assets are protected and distributed according to your wishes
• Evaluating and optimizing your philanthropic endeavors

Additional Services

• Asset Management for individual and business clients
• Business strategy and succession planning
• Insurance review and recommendations
• Financial education workshops and seminars

Our Approach to Financial Planning

We take a holistic approach to financial planning, considering all aspects of your financial life. We work collaboratively with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation
• Develop and implement a customized plan
• Regularly review and update your plan to ensure it remains effective over time

The Financial Pathfinder Difference

At Financial Pathfinder, LLC, we stand out by:

• Individualized attention: We dedicate personalized attention to each client, tailoring our strategies to your unique needs and goals.
• Transparency: We provide clear explanations of all our recommendations and charges.
• Communication: We prioritize open and regular communication to ensure you stay informed and engaged in the process.