Financial Advisors
Henderson, NV
RightPath Wealth Management, led by CFP® Jimmy Lin and tax specialist EA, provides comprehensive retirement and financial planning for individuals and families in the Las Vegas area and nationwide. The firm specializes in tax-efficient retirement income planning, Social Security optimization, asset allocation, Medicare planning, and legacy strategies designed to turn retirement savings into sustainable income while preserving assets. With over two decades of community roots, RightPath combines financial expertise with integrated tax planning to help near-retirees and retirees navigate their golden years with clarity and confidence.
Ideal for: Pre-retirees and retirees seeking tax-efficient income planning, individuals optimizing Social Security strategies, families planning for legacy and asset preservation
Service area: Las Vegas and Henderson, Nevada area; serving clients virtually across the country
CFP® and EA Expertise: Jimmy Lin holds both CFP® certification and Enrolled Agent (EA) credentials, providing integrated financial and tax planning that goes beyond standard advisory services.
Retirement-Focused Services: Specializes exclusively in retirement planning, income strategies, Social Security optimization, and tax-efficient withdrawal planning tailored to pre-retirees and retirees.
Media and Community Presence: Featured regularly on NBC KSNV-TV news segments and hosts an educational radio show and podcast on retirement topics, demonstrating active engagement with the community.
Address: 2520 St Rose Pkwy #111, Henderson, NV 89074
Phone: (702) 805-7000
Website: rightpathwm.com
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