Investment Pathfinders LLC was founded by Milind Zodge, a licensed life insurance producer and financial planning professional. Milind holds an MS in Financial, Retirement, Tax, and Estate Planning(MSFP), and an MBA in Computer Management — a rare combination that blends financial expertise with business and technology strategy.
In addition to over 18 years of experience in insurance and financial services and over 28 years of total experience, Milind has hands-on expertise in artificial intelligence, holds several patents, and has authored books on financial and data-related topics. This unique blend of AI expertise and financial planning knowledge makes him one of the rare professionals who not only understand retirement planning, life insurance, and annuities, but also the modern technologies that are reshaping financial decision-making today.
At Investment Pathfinders, Milind follows a risk-first approach — helping families protect what matters most before focusing on growth. Through the educational resources available on this site, he simplifies financial planning, enabling people to make smarter, more confident decisions. His mission is simple: build clarity, security, and confidence for everyday families.
Our Philosophy: Risk-First Retirement Planning
Most retirees worry about outliving their money. At Investment Pathfinders LLC, we eliminate that fear with our proven risk-first approach, which prioritizes protection over profits.
At Investment Pathfinders LLC, we believe the best retirement plan doesn’t start with chasing returns; it begins with protecting what you’ve built.
While other advisors focus on growth, we prioritize preservation first and growth second. We identify potential threats to your retirement security before they become problems, then build strategies that keep you on track regardless of market conditions.
By focusing on risk identification and management first, we help you create a retirement strategy that is resilient, sustainable, and aligned with your life goals.
Comprehensive risk assessment of your current situation
Continuous portfolio monitoring and adjustments
Personalized retirement strategies tailored to your goals
Transparent, fee-based advisory services
Discover potential threats to your retirement and how to protect against them:
Our values aren’t just words—they’re the foundation of how we serve you:
🛡️ Protection-First: We safeguard your wealth before seeking growth
🤝 Client-Focused: Every decision is made with your best interests in mind
📊 Transparent: Clear communication, honest advice, no hidden agendas
🎯 Results-Oriented: We measure success by your peace of mind and financial security
Our values aren’t just words—they’re the guiding principles that shape who we are and how we serve. When you partner with Investment Pathfinders LLC, you can trust that every decision is made with your success in mind.
Founder’s Note
Investment Pathfinders LLC was founded by Milind Zodge, a licensed life insurance producer and financial planning professional. Milind holds an MS in Financial, Retirement, Tax, and Estate Planning (MSFP), and an MBA in Computer Management — a rare combination that blends financial expertise with business and technology strategy.
In addition to over 18 years of experience in insurance and financial services and over 28 years of total experience, Milind has hands-on expertise in artificial intelligence, holds several patents, and has authored books on financial and data-related topics. This unique blend of AI expertise and financial planning knowledge makes him one of the rare professionals who not only understand retirement planning, life insurance, and annuities, but also the modern technologies that are reshaping financial decision-making today.
At Investment Pathfinders, Milind follows a risk-first approach — helping families protect what matters most before focusing on growth. Through the educational resources available on this site, he simplifies financial planning, enabling people to make smarter, more confident decisions. His mission is simple: build clarity, security, and confidence for everyday families.
Our Philosophy: Risk-First Retirement Planning
Most retirees worry about outliving their money. At Investment Pathfinders LLC, we eliminate that fear with our proven risk-first approach, which prioritizes protection over profits.
At Investment Pathfinders LLC, we believe the best retirement plan doesn’t start with chasing returns; it begins with protecting what you’ve built.
While other advisors focus on growth, we prioritize preservation first and growth second. We identify potential threats to your retirement security before they become problems, then build strategies that keep you on track regardless of market conditions.
By focusing on risk identification and management first, we help you create a retirement strategy that is resilient, sustainable, and aligned with your life goals.
Discover potential threats to your retirement and how to protect against them:
Our Values Drive Your Success
Our values aren’t just words—they’re the foundation of how we serve you:
Our values aren’t just words—they’re the guiding principles that shape who we are and how we serve. When you partner with Investment Pathfinders LLC, you can trust that every decision is made with your success in mind.