Welcome to GoalPath
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GoalPath is a holistic suite of financial planning, financial wellness, and asset allocation tools,
materials, and resources designed to help participants achieve their unique retirement goals.
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A NextGen Retirement Plan
Defined Outcome Solution
GoalPath
Adheres to Fiduciary Best Practices for QDIA Selection
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Emphasizes Retirement Income over Account Balances
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Gives Employees Access to Financial Resources, Technology, and Coaching
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Gathers Critical Data to Power Informed Decisions
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Helps Alleviate Costs Associated with Financially Sick Employees
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Helps Advisors Simply, Effectively, & Scalably Manage Participants
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Explore GoalPath
"Investment practice and regulation need to be changed
to prioritize income security over capital gain, and
communication needs to focus on variables the saver
understands and give a clearer idea of the likelihood of
reaching a given income target rather than emphasize
investment returns."
—Robert C. Merton Nobel Laureate in Economics, ‘97
The majority of Americans rely on and look to their company for:
A company sponsored plan that can provide income replacement in retirement
Tools and resources to help them understand the basics of financial planning
Low-cost investment options they may not have access to on their own
Conflict-free financial guidance
Simple to use solutions that help them meet their retirement income needs
Guidance with debt management
Do you have a solution for your plans or employees?
Did you know?
employees concerned about not being able to retire on time
workers spending 3 or more hours during the workweek thinking about or dealing with finance related issues
Americans who couldn’t survive a $400 emergency without using credit
non-retired Americans who have absolutely nothing saved for retirement
GoalPath is the solution to set plans and employees up for financial success.
Contact Info
Address:
10975 Benson Drive, Suite 560
Overland Park, KS 66210
Phone:
913-647-8373 &
913-643-4135
Email:
info@goalpathsolutions.com