RightPath Wealth Management

Plan Your Retirement

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Who We Are

At RightPath Wealth Management, we believe retirement should come with clarity and confidence—not confusion. That’s why we provide personalized financial planning designed to help make the most of your retirement years.

We focus on guiding individuals and families nearing or in retirement through strategic, tax-efficient planning that aligns with their goals and lifestyle. Led by Jimmy Lin, CFP®, EA, we offer a unique combination of financial experience and tax-efficient strategies—so your retirement plan is fully integrated from income to investments to taxes.

Rooted in the Las Vegas community for over two decades, we’re proud to serve clients locally in Las Vegas and Henderson, and virtually across the country.

At RightPath, we don’t just build plans—we build lasting relationships and help you move into retirement with confidence and clarity.

The Importance of a Certified Financial Planner™

Choosing a Certified Financial Planner™ (CFP®) gives you more than just financial advice—it gives you the confidence that comes from working with a professional who meets a set of educational standards, experience, and ethical standards. CFP® professionals are held to a fiduciary duty, meaning they’re committed to putting your interests first at every step. It’s a level of trust, transparency, and experience that helps you make savvy and more informed decisions about your financial future.

Right Path Podcast

Tune In to Our Podcast

The Right Path to Retirement with Jimmy Lin podcast covers hard-hitting retirement topics like income planning essentials, Social Security must-knows, and much more. Listen in every Tuesday for a new insightful and entertaining episode that goes wherever you do!

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What’s Your Risk Number?

Find out your portfolio’s risk number now with this short assessment.

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Our Objectives

1. HELP TURN YOUR RETIREMENT SAVINGS INTO INCOME.

2. PRESERVE YOUR RETIREMENT ASSETS.

3. OPTIMIZE YOUR TAXES THROUGHOUT RETIREMENT.

Our Services

RightPath Wealth Management focuses on providing financial services for retirees and pre-retirees. Every day, our dedicated team members help our clients create retirement and income plans with a focus on implementing tax-efficient strategies. From Social Security filing strategies and asset preservation solutions to creating tax-free income, RightPath Wealth Management helps retirees identify and navigate the blind spots during their golden years.

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Getting Involved in the Community

RightPath Wealth Management is proud to promote and support Opportunity Village, offering a setting to display the work of inspiring local artists and promoting awareness for encouraging and uplifting all members of our community.

Getting Involved in the Community

RightPath Wealth Management is proud to promote and support Opportunity Village, offering a setting to display the work of inspiring local artists and promoting awareness for encouraging and uplifting all members of our community.

Our Blog

Need relevant financial analysis without all the intimidating jargon? RightPath Wealth Management’s blog gets you the up-to-date market and retirement information you need in the down-to-earth, easily digestible form you want.

Ready to take the next step toward retirement?

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