General Info

BrightPath Retirement Solutions is a small independent firm with big goals. Our primary goal is to add value by providing our clients with the very best in estate and retirement planning. We are unique in many ways â?? we know that our credentials and expertise set us apart from the ordinary advisors practicing today. As a CPA and an Ed Slott Elite IRA Advisor, and with an MBA in Finance from the top-ranked University of Chicago, Allison brings unparalleled knowledge and expertise to the financial side of planning. At the same time, Marty uses his expertise as a Certified Estate Planner to focus on the big picture.