WHO WE SERVE
A true partner on your financial journey toward a tranquil retirement.
Our mission is to help you feel confident in your retirement plan knowing we’re always looking at the big picture.
More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
– Ben
We Serve
Pre-Retirees
We specialize in guiding hardworking, family-oriented individuals, including those who have inherited money, as they plan for retirement. We help them develop a clear vision of their future and develop a comprehensive strategy that aligns with their financial and life goals. Our approach involves establishing long-term relationships with clients, involving both spouses in financial discussions, and striving to provide peace of mind to widows and widowers. We can help answer important questions such as when you can retire and what type of lifestyle you’ll be able to maintain in retirement.
Investment Management
We help you navigate the complexities of retirement savings and identify investment opportunities. We offer guidance on RSU options, if available, and utilize accounts in which clients, depending on the situation, can either pay taxes up front or delay until a future date.
Retirement Income
We help you plan and implement a distribution strategy that doesn’t rely solely on investment income. We can also help you plan for required minimum distributions (RMDs) to shield your retirement savings from tax penalties and help you experience the retirement you deserve. Our goal is to help you feel confident about your retirement plan, so you can focus on the things that matter most to you.
Insurance Planning
Consider insurance planning a cost-effective way to manage unexpected events, such as the death of a loved one, long-term care needs, or disability. While financial planning focuses on growing your wealth, insurance planning helps you safeguard it. Depending on your personal situation, there may be strategies where insurance can help with retirement income, tax benefits, or estate planning.
Social Security & Medicare
To experience long-term financial stability in retirement, it’s crucial to understand your Social Security benefits and develop a personalized plan that integrates them with your overall financial picture. We can also guide you through the Medicare programs to help you make informed healthcare decisions.
Legacy Planning
We’ll help you plan how you want to distribute your wealth and assets among your family and loved ones after you pass away. Estate and legacy planning can help take care of your family and community, and we can help you determine the right questions to ask.
WE SERVE
Retirees
You’ve worked hard to save, and now we’re helping you plan for the next phase of your life; the transition from accumulation to the distribution of your hard-earned savings. We understand the importance of including both spouses in financial discussions, ensuring you each have a confident retirement income plan in place, even in the event of a spouse’s passing. Our goal is to provide you with the peace of mind that comes from knowing you are prepared for whatever life throws at you.
Investment Management
We help you navigate the complexities of retirement savings and identify investment opportunities. We offer guidance on RSU options, if available, and utilize accounts in which clients, depending on the situation, can either pay taxes up front or delay until a future date.
Retirement Income
Develop a well-planned distribution strategy that doesn’t rely solely on investment income to sustain your lifestyle and allows your portfolio to grow. We help you plan for required minimum distributions (RMDs) to avoid potential tax penalties and experience peace and confidence with a comprehensive distribution strategy for the retirement you deserve.
Insurance Planning
Managing your wealth is just as important as growing it. Insurance planning helps you prepare for unexpected events, such as the death of a loved one, the need for long-term care, or a disability, and is a cost-effective strategy to preserve your wealth.
Social Security & Medicare
Understand your Social Security benefits and Medicare programs so you can pursue long-term financial stability and make informed healthcare decisions. Our professional guidance helps you develop a personalized plan that integrates your Social Security income with your overall financial picture and provides the information you need to make the best decisions regarding Medicare.
Legacy Planning
We’ll gently guide you through planning how to distribute your assets after you pass away. Estate and legacy planning involves deciding who gets what, and we guide you through the process to best take care of your loved ones.
Our Client Stories
I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.
When my wife and I decided to have kids, we knew we needed to enlist the help of a financial advisor. One of my patients highly recommended Oscar Casas at Tranquility Path Investment Advisors, and since partnering, he has helped me plan for retirement and understand my risk tolerance. When I have questions, he always gets back to me, and he helps me understand my options so I feel confident I’m making the best decision. I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.
We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.
I had recently retired and was at a complete loss as to what to do with my small retirement funds. My husband and I were introduced to Henry Zupko and his wife by close friends of ours, and we shared a table with them at an event we attended. Henry was gracious and professional, and so we made our first appointment to see him. Through our partnership, we watched our investments grow, which has allowed us to do so many more things that I previously could only dream of, like extensive traveling. Please do yourself a favor and make an appointment with Tranquility; they’re professional, courteous, and easy to work with. They never pressure—just great advice. We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.
Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives.
Because of Henry’s expertise, I was able to retire from a very stressful career as a physician in order to volunteer as a health and education advocate while being available when our youngest child had special needs. Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives. My youngest is now in his fifth year of his Ph.D. at age 23 and has also partnered with Tranquility Path as his financial advisor. Henry has been so helpful that we have referred many others to him. We moved to Washington State over 20 years ago, and Tranquility Path was able to continue advising us, our friends, and the next generation. Henry’s ethics and effectiveness are what had us working with him in the first place and what keep us working with him. We appreciate the comfort and confidence Henry and his team give us during and despite terribly uncertain times!
The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.
We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests. We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.
More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
When I first started out in my career, I realized I had meaningful questions about retirement planning, tax benefits, and life insurance needs. I decided to seek the help of a financial advisor to get answers to those questions. Oscar Casas and Tranquility Path were recommended to me by a trusted mentor who had worked with the team for decades, so I reached out. After ending a long tenure growing my retirement at one company, Oscar helped me roll over and optimize my nest egg so it could grow safely and quickly based on my risk tolerance and time window. I have recommended Oscar and Tranquility Path to everyone—my friends, coworkers, and family. All of them are glad to have an educational and patient advisor in their corner, and very happy with the fee structure compared to other advisors they’ve spoken with. More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
WE SERVE
Next Generation
We work closely with young professionals and families to build multigenerational relationships and help them with complex financial decisions. From transferring assets to navigating life with aging parents and caring for children, we guide the next generation in building and preserving their wealth for their children’s future.
Investment Management: We help you consider investment options like IRAs and 401(k)s that can grow your money while enjoying tax benefits. Equity compensation, such as stock options and RSUs, can also be a valuable way to build wealth for the future and can be incorporated into your financial strategies. And we will work with you to help decide what you should do with your old 401(k). Your options can include keeping it with your old employer, rolling over the money into an IRA, rolling over into a new employer’s plan, or cashing out.
Retirement Income
Waiting to start saving for retirement can mean having to save more later on to make up for lost time and missed contributions. We’ll help you take advantage of any employer-sponsored retirement plans or tax-advantaged retirement accounts to maximize your savings potential and plan for retirement. We evaluate periodically to see if you are on track for your desired retirement income.
Investment Planning
Manage your wealth by considering insurance planning—a cost-effective way to prepare for unexpected events like the death of a loved one, long-term care needs, or a disability. While financial planning is about growing your wealth, insurance planning is about protecting it. Depending on your personal situation, there may be strategies where insurance can help with retirement income, tax benefits, college planning, or estate planning.
Legacy Planning
We want to help you make the most of your life and leave a lasting legacy for your family. We guide you through the estate and legacy planning process to best take care of your loved ones and community.
Get Started
Bring your retirement into clear focus.
Schedule your meeting with a Tranquility Path advisor to get started.
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