Explore Our Comprehensive Financial Services
At Pathfinder Wealth Group, we offer a range of tailored services designed to help you achieve financial freedom. Our expert team is dedicated to guiding you through every step of your wealth-building journey.
Pathfinder’s debt elimination strategy leverages the Family Bank Method, a proven approach that helps individuals and families eliminate debt efficiently while building wealth. By redirecting debt payments into a structured, personalized “family bank,” clients can pay off debts faster, reduce interest costs, and create a self-sustaining financial system. This method not only accelerates the path to becoming debt-free—typically in 9 years or less—but also establishes a foundation for long-term wealth creation, empowering families to achieve financial independence and generational prosperity.
Ideal for families or individuals motivated to build wealth and realize that debt management is a key component to that goal. No income minimum, but $45,000 or more per household is typical.Pathfinder’s insurance planning model, The Bulletproof Method, ensures clients are financially bulletproof by addressing key areas of protection. We help clients secure the right amount of life insurance to safeguard their loved ones, protect their income with long-term disability insurance, and preserve their retirement with long-term care insurance. This comprehensive approach minimizes financial vulnerabilities, providing peace of mind and a solid foundation for long-term financial security and wealth preservation.
Ideal for MOC $50,000 (Married, Own a home, Have Child(ren), and a household income of at least $50,000 per year).Typical age 25-45.
Pathfinder’s retirement planning strategy leverages Stanford University research to create tax-advantaged, lifetime retirement income solutions. By utilizing insurance and annuities during the distribution phase, we ensure clients have a steady income stream they can’t outlive. This approach protects against market volatility, maximizes tax efficiency, and provides financial certainty, allowing clients to enjoy retirement without the fear of running out of money. Our goal is to deliver peace of mind and sustainable wealth throughout their golden years.
Ideal for MOC $150,000 - Married, Own a home, Have Child(ren), and a household income of at least $150,000 per year between the ages of 25-45 OR Individuals within 5 years of retirement (on either end, 5 years until they retire or 5 years since they retired) with at least $250,000 of assets.
At Pathfinder Wealth Group, we help individuals 50-85 secure affordable Final Expense Insurance, ensuring loved ones aren’t burdened with funeral costs, medical bills, or outstanding debts.
No medical exam required – Simple health questions for approval.
Guaranteed coverage options – Even with health issues.
Fixed, affordable premiums – No rate increases.
Fast payouts – Funds available when needed most.
Protect your family’s future today.
Pathfinder’s $100K Guarantee is a 9-month entrepreneurial coaching program designed for entrepreneurs striving to earn their first $100K in revenue or grow by an additional $100K if currently earning under $250K. Through a series of modules, in-person and virtual classes, and action-driven strategies, this program focuses on boots-on-the-ground hard work and accountability. We track progress, keep score, and hold participants accountable to their dreams, ensuring they build sustainable businesses with measurable results. This isn’t just a course—it’s a commitment to growth, discipline, and achieving the financial success entrepreneurs deserve.
Ideal for business owners who have been in business less than 5 years, have less than 20 employees, and have yet to make their first $250,000 in annual revenue.
Pathfinder’s financial workshops empower individuals and families to achieve financial freedom through education and action. Our offerings include weekly webinars, monthly hybrid events, and quarterly in-person and hybrid paid workshops, culminating in our flagship Black Wealth Summit each October.
The summit weekend features expert-led sessions with real estate professionals, CPAs, CFPs, attorneys, and other industry leaders, providing actionable strategies for building wealth and creating generational impact. Pathfinder events are designed to be meaningful, practical, and transformative, equipping attendees with the knowledge and connections needed to take control of their financial futures.
Our events are designed for everyone, including youth and teens. We prefer to address groups with workshop interest, so we talk to more people at one time.
