The Pathway Financial Group | Orange City, IA

Financial planning for government employees

You've been told you'll be taken care of.
But will you?

How you handle your pension can make or break your retirement.
Make sure you have a plan that doesn’t leave you grasping at straws

Meet with us

Meet with us and take back control of your pension and your life.

Avoid awkward surprises

Plan for a short gap of pension coverage.

Maximize your pension

Learn your options to get the most.

Retire with confidence

Relax and enjoy all the fruits of your labor.

Meet With Us

You’ve given a lot to Uncle Sam.

We realize that. You’ve given more than just taxes; you’ve given a career. I’ve worked with many like you who have a secure base pay and the promise of a healthy pension. Let’s get together and make sure it’s as healthy as it can be.

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

Don't Put it Off. It's time to make a plan
For Maximizing Your Pension

You like the security you get with a government job. Let’s make sure you’re getting a lot of financial security in your retirement also.

Continue Reading

At the Pathway Financial Group, we know you might just want to keep your head down and complete your career without fading into retirement. You’re determined to stay positive. But in order to have a positive retirement, you need to take a little bit of time now to get all your ducks in a row. You probably feel anxious about planning for this. We get it. We’re here to help. Here’s how you start:

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

Meet with us, so you can approach your path with confidence. You have nothing to lose if you do, but a lot to possibly lose if you don’t. Start now.

Meet With Us

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