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PlanPath Financial
Planpath Financial is a flat-fee fiduciary financial planning firm focused on retirement and tax planning. It is independent and not affiliated with a...
Overview
Planpath Financial is a flat-fee fiduciary financial planning firm focused on retirement and tax planning. It is independent and not affiliated with a broker-dealer, bank, or insurance company. The firm offers holistic planning covering retirement, tax, education, and estate planning, and serves clients virtually across the U.S. while based in Marquette, Michigan.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Marquette
Principals
Amy Buck
CFP®, EA, Owner, CCO
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