Whether you’re a client, someone who has attended one of our workshops, or someone searching for a trusted advisor, we hope you find the information on this site to be helpful and informative.
BrightPath Retirement Solutions is a small independent firm with big goals. Our primary goal is to add value by providing our clients with the very best in estate and retirement planning. We are unique in many ways – we know that our credentials and expertise set us apart from the ordinary advisors practicing today.
As a CPA and an Ed Slott Elite IRA Advisor, and with an MBA in Finance from the top-ranked University of Chicago, Allison brings unparalleled knowledge and expertise to the financial side of planning. At the same time, Marty uses his expertise as a Certified Estate Planner to focus on the big picture. Together we provide our clients with a true plan – a road map to take you through the best years of your lives with security and peace of mind.
We will often update this site with new and informative material. To borrow from Sy and Marcy Syms, an educated consumer is indeed our best customer. We will continue to educate.
If you would like to contact us for any reason, including a request for a no-cost, no-obligation meeting, you may call us at (877) 707-0282, or send an email via the “Contact Us” link on this website. We look forward to hearing from you.