Legacy
Planning
We help you to define your legacy goals and execute them in a way that maximizes your desired impact.
Transferring values and resources to charities and other entities may be an important part of your financial plan.
Your legacy plan will be coordinated with all of the other aspects of your financial plan so that your strategy will not only be well-timed and tax-efficient, but one that honors your wishes in the most effective way possible.
PATHWAY FINANCIAL ADVISORS
A Client Story
Donald and Theresa are small business owners. As their business continued to grow, they became increasingly interested in making charitable giving a larger part of their lives, but they were not sure of how to proceed. After several discussions on the topic, we developed a philanthropy plan for them that included establishment of a Donor Advised Fund.
Donald and Theresa transfer appreciated assets to the fund periodically and then grant the proceeds to their favorite charities. Administering their philanthropy in this way is low-cost, highly tax efficient, and convenient.*
*The above client story involves a current or former Pathway Client. Personal details, including names, have been modified to protect client confidentiality.
OUR SERVICES
You define financial success.
We help you achieve it.
-
Our initial financial planning work will illuminate the role your investments play in your life.
-
Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy.
-
We will guide you through a collaborative process that will identify your goals and outline the appropriate mechanisms to achieve those goals.
-
Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks.
-
We help you to define your legacy goals and execute them in a way that maximizes your desired impact.
-
We have the unique opportunity to give you the perspective and advice you need to avoid financial potholes and capture opportunities.
-
We work with clients to define their vision for their remaining decades, determine the resources required to achieve that vision, and help clients get comfortable with the idea of not receiving a steady paycheck.