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Straight Path Wealth Management is a financial planning firm in Jenison, MI that has been helping clients achieve their financial goals since 2011. We offer a holistic approach to financial planning …
Straight Path Wealth Management is a financial planning firm in Jenison, MI that has been helping clients achieve their financial goals since 2011. We offer a holistic approach to financial planning that combines retirement, investment, and tax planning. We are a team of professionals, comprised of CERTIFIED FINANCIAL PLANNER’S™ (CFPs), Enrolled Agents (EAs), Certified Public Accountants (CPA), and a diverse range of experts with a shared commitment to providing exceptional financial services. Our goal is to help you reduce taxes, invest smarter, and optimize your income. We are a fiduciary firm, which means we are legally obligated to put your interests first.
Social Security is a complex government program that provides benefits to retired workers and their families. There are a number of different options available when it comes to Social Security...