Retire On Your Best Path with Liz Whitteberry

If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.

Contributors

Host

Liz Whitteberry, CPWA®, RMA®, CFA®, AIF®

As founder of my holistic financial planning firm, my mission is to help my clients retire securely and stay retired comfortably. I believe time is our most precious resource, and our wealth should enable us to make the most of our time. Click here for my full bio.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC; advisory services through J.W. Cole Advisors (JWCA). Best Path Advisors and JWC/JWCA are unaffiliated entities. For a copy of JWC’s Form CRS, please visit HERE. For a copy of JWCA’s Form CRS, please visit HERE. Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

https://www.bestpathadvisors.com/team/elizabeth-whitteberry