Our Philosophy

Whether you know it or not, you’re on a financial path right now that may or may not end with you reaching your goals. Here at The Pathway Financial Group, it’s our job to meet you wherever you are, learn about you, discover your goals, and then empower you with information so you can make wise choices to get on the RIGHT path for your goals.

Some of our clients come to us early in life to develop a plan for wealth accumulation, tax minimization, and ultimately, securing their retirement. Others have delayed planning to later in life and retirement security is their main focus. No matter which category you’re in, we’re here to help. Our transformational planning approach is specific to your goals and all we care about is helping you reach them.



  • Home Energy Tax Credits

    There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

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