The Process Creates the Pathway
Find Your Steps to Move Financially Forward.
At Pathways Financial Solutions, our team is focused on your biggest concerns for retirement and how we can address them directly. Along the way, we help you understand the options you have and show you the steps you can take to find your ideal retirement path ahead.
Our Process
STEP 1 – Inquire
Inquire
We get to know you and you get to know us. We design this interaction to be welcoming, not overwhelming. It’s a conversation where we get to hear your story and learn what you’re all about.
STEP 2 – Educate
Educate
If you’re already in retirement, we offer a second-opinion review of your current portfolio. If you’re nearing retirement, we analyze the assets you have accumulated.
STEP 3 – Plan
Plan
Should you decide to move forward with Pathways Financial Solutions, we get to work on your custom plan. Our team works together with our legal and tax partners to design a holistic plan that addresses every key aspect of retirement: income, investments and risk tolerance, tax-efficient strategies, health care and legacy planning.
STEP 4 – Results
Results
Once you have decided on the strategies from the options in front of you, we implement the chosen plan and you embrace your new retirement lifestyle! We stand ready to answer questions when you call, meet for periodic reviews and adjust when there are big life changes. You are now forging a new path to retirement that no one has taken!
Your Goals Are Ours
We design financial strategies that help accomplish three key goals:
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
