Financial planner in Colleyville, TX (show on map)
Best Path Advisors offers personalized financial planning and wealth management services tailored for women and couples over 50, focusing on retirement, tax, and estate planning.
Best Path Advisors is a comprehensive financial wealth management firm located in Colleyville, Texas, founded by Elizabeth Whitteberry. The firm provides tailored retirement planning, tax planning, income planning, investment management, social security timing, wealth management, risk management, and estate & legacy planning services for women and couples over age 50.
Their approach is empathetic, caring, and engaging, focusing on educating and empowering clients to find their best path to and through retirement.
Fiduciary standard
Retirement specialists
Holistic approach
Transparent fees
Passionate client advocacy
Services
Retirement Planning
Comprehensive retirement planning for women and couples over age 50, including retirement income planning, investment management, social security timing, and estate planning.
Retirement Income GuideInvestment Management PlanRisk Management PlanTaxes in Retirement GuideLegacy Planning Guide
Investment Management
Customized investment portfolios tailored to match clients' unique cash flow needs and legacy goals.
Custom portfolio constructionAlignment with financial planRisk reduction and return optimization
Estate & Legacy Planning
Estate planning services to align with financial plans, ensuring wishes are carried out during life and at death.
Beneficiary reviewsWill or trust creationRegular updates and reviewsAddressing overlooked items
Tax Planning
Forward-thinking tax planning to minimize taxes and maximize retirement income.
Minimize income taxesMaximize retirement incomeLegacy tax efficiency
Wealth Management
Connecting wealth with clients' values and vision, reducing risk, improving returns, and minimizing taxes.
Value alignmentRisk reductionReturn optimizationTax minimization
Social Security Timing
Optimizing social security benefits to maximize income while minimizing taxes.
Optimal timing analysisIncome tax minimizationIntegration with overall financial plan
Credentials & Certifications
CPWA® (Certified Private Wealth Advisor)
RMA® (Retirement Management Advisor)
ChFC® (Chartered Financial Consultant)
CFA® (Chartered Financial Analyst)
CIPM® (Certificate in Investment Performance Measurement)
AIF® (Accredited Investment Fiduciary)
NSSA® (National Social Security Advisor)
CLTC (Certified in Long-Term Care)
AAMS® (Accredited Asset Management Specialist)
AWMA (Accredited Wealth Management Advisor)
CRPS® (Chartered Retirement Plans Specialist)
CFS® (Certified Fund Specialist)
CEPA (Certified Exit Planning Advisor)
FINRA Series 7 and 63 registrations
Life, Accident and Health Insurance License
Frequently Asked Questions
How does Best Path Advisors determine the optimal social security timing? +
Best Path Advisors analyzes clients' financial situations to maximize social security benefits while minimizing income taxes, integrating the timing with the overall financial plan.
What distinguishes Best Path Advisors from generalist financial advisors? +
Best Path Advisors specializes exclusively in retirement planning for women and couples over age 50, offering a holistic approach that connects wealth with clients' values and vision, unlike generalist advisors.
What is the 'Retirement Red Zone' and how does Best Path Advisors help clients navigate it? +
The 'Retirement Red Zone' refers to the five years before and after retirement, a critical period for financial planning. Best Path Advisors helps clients avoid common mistakes during this phase to ensure their retirement portfolio lasts throughout retirement.
How does Best Path Advisors ensure transparency about fees and services? +
Best Path Advisors provides an unbiased, transparent approach, fully disclosing fees before engaging services. Fees are based on services provided and assets under management, ensuring clients receive greater value than the fees paid.
What is the role of the founder, Elizabeth Whitteberry, in Best Path Advisors? +
Elizabeth Whitteberry is the Founder and Retirement Wealth Advisor, specializing in comprehensive financial wealth management for women and couples over age 50. She holds numerous credentials and licenses, focusing on educating and empowering clients to find their best path to retirement.
How does Best Path Advisors handle estate planning? +
Best Path Advisors provides estate planning services to align with financial plans, ensuring wishes are carried out during life and at death. This includes beneficiary reviews, will or trust creation, regular updates, and addressing overlooked items that could create risks for loved ones.
