RightPath Financial Group
RightPath Financial Group is a financial services firm focused on retirees and pre-retirees (those 5 years from retirement) We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Our objectives:
Turn your retirement savings into income
Protect your retirement assets
Minimize your taxes throughout retirement
Jimmy Lin
President & Founder
Jimmy Lin is a fiduciary advisor and an enrolled agent with RightPath Financial Group. As a business owner for over 15 years, Mr. Lin founded and operated a consulting firm that helped train hundreds of financial services professionals at some of the most well-known Fortune 100 companies in the world. After years of training financial advisors, he identified a major flaw in the retirement planning industry, financial professionals were not educating retirees on the blind spots they faced in retirement. Jimmy and the team at RightPath Financial Group create financial plans that prepare retirees for all the obstacles that they may face in retirement.
What is a fiduciary advisor?
A fiduciary advisor is a financial professional who is legally and ethically bound to act in the best interests of their clients. Fiduciary advisors must prioritize the needs of their clients above their own.
What is an enrolled agent?
Enrolled agent status is the highest credential the IRS awards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.