Business Owners

As a business owner, you have unique financial challenges. Your tax situation is likely complex, and retiring is not as simple as putting in your notice to an employer. At Secure Path Advisory Group, we work with you to streamline your company’s finances and help ensure your business is supporting your personal, as well as professional, goals for the future.

As you near retirement, we help you develop a business exit strategy to carry you into retirement. We work with business valuation professionals to help maximize your sale, and we incorporate your proceeds into your overall retirement plan to help ensure your assets are appropriately funding your retirement and legacy goals.

Retirees

There are many unknowns as you near retirement. You may be wondering,

  • “Will I be able to support my desired lifestyle?”
  • “Have I saved enough to last a lifetime?”
  • “Will my spouse be okay if something happens to me?”
  • “How much investment risk should I take?”

If questions such as these keep you up at night, now may be a good time to work with a qualified financial advisor. At Secure Path Advisory Group, we’re here to help. We create custom retirement plans to help give you confidence knowing your retirement is cared for.

We take time to understand your goals for retirement and any challenges you may face on the path toward achieving them. Using this knowledge, we develop a comprehensive retirement plan designed to provide a monthly stream of income, direct your investments and help you live the retirement of your dreams.

After you retire, we continuously monitor your plan to help ensure it continues to meet the needs of your changing life and financial situation. We walk side-by-side with you to help ensure your future is secure.

Families

At Secure Path Advisory Group, our goal is to serve as your family’s trusted partner in navigating any financial challenges that come your way. We strive to build long-term relationships with our clients as we develop custom,comprehensive financial plans to help to help achieve their long-term goals. Your personalized financial plan helps ensure the various components of your financial life are working together toward your objectives.

Based on your family’s specific needs, we incorporate investment management, insurance, medicare planning, long-term care planning, college planning, social security planning, business planning and more.

Farm Owners

Secure Path Advisory Group has achieved the Land as Your Legacy® designation from Nationwide,® which makes us uniquely qualified to support farmers and ranchers with a wide range of needs.

We serve as your partner through every stage of your farming career.

  • Start-up farmers – We help new farmers diversify their investments, protect their personal assets from the debts of the farm, implement relevant life and disability insurance policies, save for their children’s future, establish monthly cash flow and more.
  • Established farmers – We help established farmers make wise investments in their land and equipment, manage their assets, protect their savings, implement 401(k)s and other benefits to support employees, and plan for future healthcare costs.
  • Farmers nearing retirement – As you near retirement, we help you develop an exit planning strategy that accomplishes your long-term goals. We also work to establish a steady stream of income in retirement, navigate Medicare
    and Social Security options, plan for long-term care and more.

Business Owners

As a business owner, you have unique financial challenges. Your tax situation is likely complex, and retiring is not as simple as putting in your notice to an employer. At Secure Path Advisory Group, we work with you to streamline your company’s finances and help ensure your business is supporting your personal, as well as professional, goals for the future.

As you near retirement, we help you develop a business exit strategy to carry you into retirement. We work with business valuation professionals to help maximize your sale, and we incorporate your proceeds into your overall retirement plan to help ensure your assets are appropriately funding your retirement and legacy goals.

Retirees

There are many unknowns as you near retirement. You may be wondering,

  • “Will I be able to support my desired lifestyle?”
  • “Have I saved enough to last a lifetime?”
  • “Will my spouse be okay if something happens to me?”
  • “How much investment risk should I take?”

If questions such as these keep you up at night, now may be a good time to work with a qualified financial advisor. At Secure Path Advisory Group, we’re here to help. We create custom retirement plans to help give you confidence knowing your retirement is cared for.

We take time to understand your goals for retirement and any challenges you may face on the path toward achieving them. Using this knowledge, we develop a comprehensive retirement plan designed to provide a monthly stream of income, direct your investments and help you live the retirement of your dreams.

After you retire, we continuously monitor your plan to help ensure it continues to meet the needs of your changing life and financial situation. We walk side-by-side with you to help ensure your future is secure.

Families

At Secure Path Advisory Group, our goal is to serve as your family’s trusted partner in navigating any financial challenges that come your way. We strive to build long-term relationships with our clients as we develop custom,comprehensive financial plans to help to help achieve their long-term goals. Your personalized financial plan helps ensure the various components of your financial life are working together toward your objectives.

Based on your family’s specific needs, we incorporate investment management, insurance, medicare planning, long-term care planning, college planning, social security planning, business planning and more.

Farm Owners

Secure Path Advisory Group has achieved the Land as Your Legacy® designation from Nationwide,® which makes us uniquely qualified to support farmers and ranchers with a wide range of needs.

We serve as your partner through every stage of your farming career.

  • Start-up farmers – We help new farmers diversify their investments, protect their personal assets from the debts of the farm, implement relevant life and disability insurance policies, save for their children’s future, establish monthly cash flow and more.
  • Established farmers – We help established farmers make wise investments in their land and equipment, manage their assets, protect their savings, implement 401(k)s and other benefits to support employees, and plan for future healthcare costs.
  • Farmers nearing retirement – As you near retirement, we help you develop an exit planning strategy that accomplishes your long-term goals. We also work to establish a steady stream of income in retirement, navigate Medicare
    and Social Security options, plan for long-term care and more.
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Cambridge’s Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed Insurance offered through various independent insurance companies. Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
FINRA/SIPC

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