Retirement planning
Creates retirement and income plans for retirees and pre-retirees.
RightPath Wealth Management - Jimmy Lin, CFP, EA
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About RightPath Wealth Management - Jimmy Lin, CFP, EA
Based in Henderson, RightPath Wealth Management is a financial advising firm serving individuals and families nearing or in retirement. Led by Jimmy Lin, CFP, EA, the firm provides personalized financial planning, locally in Las Vegas and Henderson and virtually across the country. Services include retirement and income planning, asset allocation and risk guidance, tax strategies, and Social Security filing strategies. Planning addresses how to turn retirement savings into income, preserve assets, and optimize taxes. The firm also helps clients explore tax-free income and coordinate income, investments, and taxes within their retirement plans. RightPath serves both retirees and pre-retirees.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax strategies
Provides tax-efficient planning and strategies for retirement.
Local and virtual
Serves clients in Henderson, Las Vegas, and virtually nationwide.
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