The Pathway Financial Group | Orange City, IA

Financial planning for your family and yourself

you and your loved
ones deserve the best.

"Good enough" isn't going to cut it. Make sure that your hard work ensures financial security for you and them.

Meet with us

You put in a lot of work to make money. Make sure that your money is working just as hard for you.

Avoid disputes

Talks with your spouse about money don't have to be stressful.

Retire sooner

Free up your time at an earlier age so you can enjoy it even more.

Leave a legacy

Be remembered for being a person of character and fiscal responsibility.

Meet With Us

We understand that you
have a lot going on.

You live a busy, bustling life. We do, too. But we shouldn't put our children's fiscal future in limbo just because we don't want to deal with it. We're putting time aside each week to make sure we can continue learning—all so we can give you the most knowledgeable insight.

Photo of Chris

Chris Saras

Orange City, Iowa

Credentials

  • CFP®, LUTCF®
  • Court of the Table, Million Dollar Round Table (MDRT)*
  • New York Life, President's Council
  • Investment Advisor Representative, Eagle Strategies LLC^
  • Bachelor's Degree, University of Redlands

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^Eagle Strategies LLC is a New York Life Company.

The Success Pathway

1.

Schedule a 45-minute meeting

For a time that works for you

2.

Review your current financial position

No prep work needed

3.

High level review of the plan you have in place

We'll help you define it

4.

Head towards the well-groomed path

We’ll stay right beside you

Stop putting it off. Meet with us
and get your stride back.

Too many people are so busy trying to make money and live life, but don't take a few moments to plan for it. At the Pathway Financial Group, we show you how you can plan your future without missing out on life today.

Continue Reading

We know that you want to be a competent and smart provider for your family. In order to do that, you need a complete financial strategy that suits you and your family's unique needs. But you're busy and probably feeling insecure. You might even feel like you've wasted too much of your life away to start now. At the Pathway Financial Group, we believe that your resources should start working for you now—no matter how small it seems or how busy you are.

We understand how overwhelming it can be to juggle finances and life, which is why we come along side you and make a plan that starts where you're at. Here's how:

  1. Schedule a 45-minute meeting.
  2. Review your financial position.
  3. High level review of the plan you have in place.
  4. Coast down the well-groomed path.

Meet with us, so you can start down that path. Others have, and they don't regret it. Take control now so that you can gain the time and money to do what your really want to do and help those closest to you.

Meet With Us

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Newsletters

  • Diversifying with Market Caps

    The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

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