Life Transition Planning

Financial strategies when life presents a change

Our Services

Offering a variety of services to assist you in achieving your long-term financial objectives.

Retirement Income Planning

Remember that retirement planning involves much more than saving a particular amount of money. You will be making many more decisions along the way, and these issues deserve your equal attention.

Life Transition Planning

Bring your financial life back on track when you’ve had a significant life changing event. Our process is designed to take stock and evaluate the impact of the change, explore what opportunities the change created and present solutions for short term and long term plans.

Legacy & Estate Planning

Preserving wealth from one generation to the next. We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

Multi-Generational Planning

For many people, the ultimate reward comes not from reaching their personal financial goals but lies in their ability to leave a legacy for their family. We have the tools to show you how to accomplish your goals.

Senior Care Planning

Finding the right way to provide care for your loved one is easier when you have the right information and guidance on evaluating your loved one’s physical care needs, financial resources, and benefit eligibility. We ensure that this process is as seamless as possible. Learn more at pathfinder4care.com

Tax Planning Strategies

Providing the best tax strategies to fit your financial situation. We ensure that your portfolio is structured to help you maximize your tax savings and keep you updated constantly on all the changes to the Tax Law that could impact your retirement income.

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John Clark

About John Clark

John Menzies Clark has been helping families for the past 15 years with personal finance strategies. He specialises in retirement as well post retirement senior care planning. In addition to Pathfinder Finance and Insurance Solutions John is the owner of Pathfinder Senior Care Consulting. Prior to this John, has worked as a Fortune 500 corporate strategy consultant as well as financial analyst for PepsiCo and as a CPA for KPMG. He has an MBA degree from Columbia University and is currently active as a CPA, an Investment Adviser Rep. and holds Life and Health Insurance licensing. John has 4 children and enjoys sailing.

The Retirement Crisis

Due to dramatic advances in life expectancy, new retirees can look forward to nearly two decades of retirement or more. A large and growing number of retirees will spend three or even four decades in retirement. Some retirees will spend their last years financially secure, able to concentrate their time and energy on family, friends, personal growth, enjoyment and the building of their legacies...but many will not.

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The Retirement Crisis

Address:
Pathfinder
100 Spectrum Center Dr.
Suite 900
Irvine, CA 92618
949-939-7022
jmclark111@gmail.com

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