Georgia Retirement Planning

Path Wealth Advisors

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Path Wealth Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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Meet The Advisor

Rufus Hunley, IAR

Financial Advisor | Insurance

Before Rufus Hunley ever sat across from a client to talk about their retirement, he had already spent decades in rooms where the stakes were high and the details mattered. As a U.S. Army veteran deployed during Operations Desert Storm and Shield, then as a law enforcement officer and court administration professional, he built a career around understanding complex systems and using that knowledge to protect people. That foundation never left him.

In 2007, he transitioned into financial planning as a Financial Planning Consultant, and what struck him early was how many people were navigating major financial decisions without a trustworthy guide. In 2019, he founded PATH Financial LLC with a straightforward conviction: good financial advice should be available to everyone, not just those with significant assets.

Rufus holds the Investment Advisor Representative (IAR) designation with a FINRA Series 65, which authorizes him to provide investment advice in a fiduciary capacity. That means he is legally and ethically obligated to act in your best interest. It shapes every recommendation he makes.

His practice is built around investing, income accumulation, distribution planning and tax strategy, along with multiple lines of insurance coverage. Clients come to him with concerns about market exposure, healthcare costs, passing wealth to the next generation and making sure their money outlasts them. He approaches each situation individually, working toward solutions that are practical, cost-efficient and built around what the client actually needs.

Veterans hold a particular place in his work. Having served himself, Rufus understands the benefits landscape in ways most advisors do not. He currently holds the Accredited Claims Agent designation with the U.S. Department of Veterans Affairs and volunteers his time helping fellow veterans secure the benefits they have earned.

Rufus brings something to financial planning that credentials alone cannot confer: years of real-world experience making high-stakes decisions on behalf of others, and the professional discipline to do it right.

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Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Events in June–August 2026

  • There are no events scheduled during these dates.

Our Downloads

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