Retirement
Planning
Through our planning process, 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.
Do you daydream of a time when you don’t have to go to work every day?
Are you worried that if you stop taking a paycheck you will not be able to sustain your lifestyle? Do you have concerns about the cost of medical care in retirement?
Through our planning process, 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. We factor in how Social Security’s solvency, increasing medical costs, and any changes in spending would impact the projected financial sustainability of an individual’s intended path.
PATHWAY FINANCIAL ADVISORS
A Client Story
We worked with Patricia to define her goals for retirement. We then helped her devise an earning and spending plan that allows her to enjoy her lifestyle and share what she has accumulated with her children and grandchildren.*
Patricia is a 62-year-old executive who truly enjoys her work. She understands, however, that she will not be able to continue her current pace indefinitely. She would like to travel while she still has the energy and also help her grandchildren with educational costs. Patricia has been working so hard for so long that she hasn’t stopped to consider whether she will be able to retire with the resources she has: a small pension, retirement savings, and Social Security.
*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.
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Our initial financial planning work will illuminate the role your investments play in your life.
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Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy.
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We will guide you through a collaborative process that will identify your goals and outline the appropriate mechanisms to achieve those goals.
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Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks.
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We help you to define your legacy goals and execute them in a way that maximizes your desired impact.
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We have the unique opportunity to give you the perspective and advice you need to avoid financial potholes and capture opportunities.
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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.