To help our clients realize their financial goals, with compassion and integrity, as they travel their Pathway of Life. We specialize in individual financial planning and employee benefits for small to mid-size businesses. Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams.
We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy and help you map out your Pathway of Life. We view each of our relationships in the context of a process that evolves over time.
We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy and help you map out your Pathway of Life. We view each of our relationships in the context of a process that evolves over time.
Services
Pathway Financial Services, Inc. came into existence in 1972 and has developed a reputation over the years of leading our clients through their pathway of life with compassion and integrity. We strive to create trust and confidence in our client relationships with friendly, courteous and service-oriented advisors and support staff.
Disclaimer: Securities offered to individuals residing in the states of Alabama, Arkansas, California, Florida, Georgia, Indiana, Kansas, Louisiana, Massachusetts, Mississippi, Missouri, South Carolina, Tennessee, Texas, and West Virginia. Insurance products offered to individuals residing in the states of Alabama, Arkansas, Florida, Georgia, Kansas, Michigan, Mississippi, Tennessee, Texas, and West Virginia.
What could comprehensive financial, investment, or estate planning do for a family? When we get up from the table and shake hands over the completed plan, what's true about the family's financial situation that probably wasn't true before?
If a breadwinner dies prematurely, the family's lifestyle might not be fatally compromised; they could stay in their home; education plans could remain financially on track; the family's business, if it owns one, might not have to be sold precipitously at a disadvantageous price.
If a breadwinner dies prematurely, the family's lifestyle might not be fatally compromised; they could stay in their home; education plans could remain financially on track; the family's business, if it owns one, might not have to be sold precipitously at a disadvantageous price.
A prudent investor should carefully consider his goals in relation to the benefits of each of the assets in his portfolio. GROWTH: To potentially provide an inflation hedge and assure capital for retirement or other future needs. Remember, retirement is for a lifetime. TAX ADVANTAGES*: In the form of tax-deferred growth, tax-advantaged income, tax credits, or excess deductions that can be used to offset current taxable income.
Pathway Financial Services, Inc. is an independent consultant providing small businesses with employee benefits package design, and implementation. We represent many providers and can match your company with the plans that are right for you and your employees.
Whether it's insurance (medical, life, long term disability, short term disability, long term care), retirement planning (401k, 403b, SEP IRA, SIMPLE IRA, Defined Benefit), or fringe benefits designed to retain key employees, we can help design a package that best fills your needs and provides for your valuable employees most effectively and efficiently.Please give us a call.
Whether it's insurance (medical, life, long term disability, short term disability, long term care), retirement planning (401k, 403b, SEP IRA, SIMPLE IRA, Defined Benefit), or fringe benefits designed to retain key employees, we can help design a package that best fills your needs and provides for your valuable employees most effectively and efficiently.Please give us a call.
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