Customized Financial Planning for What's Important to You.
Our collaborative planning process means that every recommendation and decision will align with your priorities.
Planning Your Lifetime Financial Strategy
As a client of Pathway Financial Advisors, you’ll get access to:
Investment Management
Estate Planning
Retirement Planning
Legacy Planning
Tax Planning
Risk Management
Personal CFO
and more.
Investment Management
Our initial financial planning work will illuminate the role your investments play in your life.
Estate Planning
We will guide you through a collaborative process that will identify your goals and outline the appropriate mechanisms to achieve those goals.
Retirement Planning
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.
Legacy Planning
We help you to define your legacy goals and execute them in a way that maximizes your desired impact.
Tax Planning
Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy.
Risk Management
Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks.
Personal CFO
We have the unique opportunity to give you the perspective and advice you need to avoid financial potholes and capture opportunities.
Guided Discovery Process
Our Guided Discovery Process℠ provides a step-by-step process for discovery and discussions that lead you to gain clarity on what is most important and identify pursuits that would be meaningful and fulfilling
Business Transitions
We work with our business owner clients to help them navigate the buying and selling of businesses. We’ll help you discover what is most important to a client in a business transaction and help them to develop a strategy to fulfill that vision.
Education Planning
We take a hands-on approach to incorporating educational costs into your financial plan, including evaluation and analysis of the many potential funding options. We’ll help you maximize the resources available to them, including outside aid and optimize the tax efficiency of savings strategies.
Charitable Giving
Charitable giving is often woven into our clients’ financial plans. We help clients identify strategies that will yield the most desired impact, while leveraging tax efficiency, in order to stretch clients’ charitable dollars and fulfill their charitable vision.