Fiduciary Fitness Podcast: Implementing FinPath

Colin Clark talks with Matt Escalante about FinPath.

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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted. 

Q1 2024 Retirement Plan Newsletters

We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).

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