a close up of a typewriter with a financial security sign on it

Secure Your Financial Future

Protect your family’s future with secure, customized defensive financial planning.

Family Protection

Mitigate financial risks against unforeseen life events, market volatility and inflation.

Tax efficient strategies for lasting growth and lifetime income.

Guidance and tools for passing along assets to your loved ones through Wills and Trust.

Retirement Planning
Legacy Transfer

About

SecurePath Finance

Your partner in defensive financial planning and wealth management.

A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.
A clipboard with a blank payments checklist is placed on a marble surface next to an open laptop and a white pen. The setup appears to be organized for financial planning or administrative work.

Our Services

Comprehensive financial consulting for your family's future and financial security.

Family Protection
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.

Life insurance, college savings, long term care and more.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
A hand holds a black business card with white text reading 'FORTY TWO Strategy Innovation Design' against a blurred urban skyline backdrop. The sky is clear and blue, suggesting a bright day.
A hand holds a black business card with white text reading 'FORTY TWO Strategy Innovation Design' against a blurred urban skyline backdrop. The sky is clear and blue, suggesting a bright day.
Wealth Preservation

Strategies for tax-efficient growth and preservation of your hard-earned wealth.

Tailored retirement planning for sustainable income throughout your retirement years.

Retirement Planning

Join Our Financial Community

Stay informed on defensive financial planning strategies.