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BrightPath Financial2025-04-03T13:10:34+00:00

Empowering Your Retirement

BrightPath Financial

About

BrightPath Financial

More Than Just Financial Planning—A True Partner in Your Future

At BrightPath Financial, we believe financial planning goes beyond choosing investments—it involves developing a personalized strategy tailored to your unique goals and risk tolerance. Rather than focusing solely on investments or insurance, we take an integrated approach that considers both, helping you navigate financial opportunities and challenges over time.

Empowering Your Retirement

Meet The Team

Paula Reynolds

Founder & CEO
Investment Advisor Representative

Paula Reynolds is an independent fiduciary committed to helping clients navigate financial planning with confidence. Through her partnership with Simplicity Wealth, Paula provides investment management strategies designed to be accessible to individuals at various wealth levels. Whether you’re building your portfolio or refining your long-term strategy, Paula tailors her approach to align with your financial goals.

With over 30 years of experience in financial services, Paula specializes in simplifying complex investment decisions. She works closely with clients to develop adaptable financial plans that can evolve with life’s changes and market conditions. Through ongoing monitoring and adjustments, Paula helps clients stay aligned with their financial objectives.

Learn More About

Our Financial Solutions

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.

Click on a step below to learn more.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Register For

Our Educational Events

We know the importance of education and accessibility in today’s world. That’s why BrightPath Financial isn’t about high-pressure seminars—we provide knowledge through digital education platforms, including a growing YouTube channel. We believe an informed client is an empowered client, and we focus on educating, not selling.

UPCOMING EVENTS

Events in April 2025

  • There are no events scheduled during these dates.

Our Guides and Blog

Financial Educational Literature

Social Security Guide
Optimizing Social Security In Today’s World

Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Maximizing Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

Client Guide
Presented by BrightPath

This guide outlines our fiduciary commitment, financial planning process, communication practices, and fee structure, providing insight into the resources we use to help clients make informed financial decisions

Browse Our Blog

Intelligent, Disciplined Investing
with AssetLock

AssetLock is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

Contact BrightPath Financial

At BrightPath, we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

Office Location:

2042 Wooddale Dr Suite 250,
Woodbury, MN 55125

Our Email:

Click To Email

Our Phone:

(651) 303-3601

Our Fax:

(651) 391-2120

Schedule Your Complimentary Retirement Review

At BrightPath Financial, we don’t just manage money.
We empower your retirement.

OUR E-NEWSLETTER

Powered by: Simplicity Lone Beacon 

OUR LOCATION

2042 Wooddale Dr Suite 250,
Woodbury, MN 55125

Privacy Policy | Terms of Use | Disclosure | ADV 2A and Form CRS

Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through BrightPath Financial. BrightPath Financial is a separate and unaffiliated entity from Simplicity Wealth.

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.

Schedule Your Complimentary Review

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.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

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.

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

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

Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

Develop strategies to protect assets against the effects of inflation.

Ensure access to assets to meet life’s unexpected  needs.

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

Outliving financial assets as the result of a longer life.

Liquidity

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

Inflation

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

Market

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

Mortality

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

Taxes

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

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