We are here to help you Plan and Navigate your Retirement Adventure
Working together we can help simplify the complexities of your financial life by focusing on your wealth and retirement in a systematic way and implement a plan that will benefit your long term goals. Here you will find the stages of your path to retirement, starting with Financial Planning and Investment Management.
Once we have analyzed your current position, drafted a Financial Plan, a thorough Retirement Income Plan and a detailed Action Plan, we will help you Stay the Course to reach your Retirement Destination.
We feel privileged to be able to work with friendly and caring clients who we truly enjoy spending time with. We have a strong desire to work with people who are genuinely nice and have a vested interested in working with a team who can can help them get to their retirement destination.
We take pride in the personal attention we give to each client and their families. Pathway Investment Group has a $500,000 minimum for new clients.
- Investment management
- Retirement planning
- Business succession strategies
- Post-retirement income planning
- Insurance planning
- Strategies for minimizing tax burdens
- Estate planning
- Charitable giving strategies
- Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working hard toward common goals