Insurance Planning

Pathlight Wealth Management has access to a vast network of insurance companies and works directly with expert strategists to develop customized solutions for you or your business. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Some strategies can include long-term care, personal insurance, liability insurance, and life insurance.

Educational Insights

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Learn More

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Learn More

Contact Pathlight Wealth Management

We can help you pursue your financial goals so you can take care of the rest.

Contact Us