Retire wisely, retire well
Financial advice to help you achieve the life you want in retirement

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Financial Planning

Retirement can mean many things. Whether it’s traveling the world, spending more time with family and friends or starting a rewarding second career, the transition can be filled with unsettling questions. A customized, financial plan will help you answer these questions and prepare you to confidently take the next step in life.

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Investment Management

Investing can be difficult and time-consuming. Let a CFA® charterholder do the heavy lifting for you with a specialized portfolio based on your unique goals and capacity for risk. Diversified portfolios are constructed with the objective of keeping fees low and minimizing taxes. 

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Why Choose PathBridge Financial?

Hi, my name is David Tuzzolino and I believe gaining financial freedom is one of the greatest accomplishments you can achieve in your life. It gives you the opportunity to live life on your own terms without the stress that can occur without a well-developed plan. Your first crucial step is to choose the right advisor with the right attributes.

Specialist – By focusing on clients within 15 years of retirement, I can deliver customized solutions to issues that specifically affect this group.

Experience – Over the last 20+ years in the financial industry, I’ve witnessed the market’s euphoric highs and it’s great-recession lows. When the next market upheaval occurs, be sure your financial advisor has already weathered a storm or two.

Transparency – My pricing is straightforward and easy to understand, displayed here on my website. I am a fee-only advisor, which means I don’t receive commissions for selling you a product. The price of my services will be presented to you in writing before any work begins.

Fiduciary – What is a fiduciary duty? It simply means to act in the best interests of the client. Not only will I always act in the best interests of my clients, but I am bound to do so by the CFP Board’s Code of Ethics. Not every financial advisor is held to these high standards. Make certain the one you choose is.

 

 

Would you like to learn more?

The hardest part of putting your financial life in order and gaining financial freedom is the first step.
What does the process look like? Something like this:

Book a free 15-20 minute phone consultation. If we are a match, a longer meeting will be scheduled to discuss your unique financial situation.

Together we develop a customized financial plan that addresses your needs, goals and objectives.

Life changes, and so will your plan. I’ll be there to monitor and update your financial life as needed.

 

ARE YOU A GOOD FIT?