Pathway Financial offers assistance with investment management, financial planning, insurance, estate planning and income tax strategies. Pathway advises on stocks, bonds, mutual funds, ETFs as well as working with IRAs, Roth IRAs, SEP and Simple IRAs, 401(k) and 403(b) planning, college savings accounts such as 529 plans, annuities, life insurance, long term care insurance and disability insurance.
As an independent firm, Pathway has no affiliation or preference for a specific fund family or third party investment manager. We believe in the value of providing independent advice that puts our clients' best interest first and foremost.
As an independent firm, Pathway has no affiliation or preference for a specific fund family or third party investment manager. We believe in the value of providing independent advice that puts our clients' best interest first and foremost.
Services
We believe in the value of independent investment advice that fits the unique situation of each and every one of his clients. No single solution fits every person or family and we will take the time to help you make informed decisions about your investments.
Pathway offers fee-based or advisory account relationships, including guidance on portfolio construction, personalized investment recommendations, financial planning tailored to your unique situation and asset management services.
Pathway offers fee-based or advisory account relationships, including guidance on portfolio construction, personalized investment recommendations, financial planning tailored to your unique situation and asset management services.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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