Financial planning for executives
YOU'VE GOT A LOT LEFT IN THE TANK.
Make sure you’ve got a lot left in the bank, too.
Or your plans for the future could stall out.
Make sure you have a plan in place to give you access to all of the money you earned.
Diversify taxation types
Consider what is pre-taxed and what is post-taxed.
Shift your shares
Make sure your value isn’t tied up in company stock.
Retire on your own terms
Don’t be penalized if you change your date.
We know: it’s easy to get caught up in
the details of every-day business.
Like you, I often catch myself getting bogged down by all the little things in my career—and in life. But it’s important for all of us to come up for air and see the big picture on the horizon. I’ll work with you to make sure we have everything in place to be breathe easy when it’s time.
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
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 behind you
YOU'VE BEEN CALLED A WORKAHOLIC.
LET'S MAKE SURE IT'S PAYING OFF.
You’re always concerned about return-on-investment at work. But you need to be sure you’re minding the ROI on yourself.
CONTINUE READING
At the Pathway Financial Group, we know you pride yourself on putting in the time and effort to make sure your company is meeting the bottom line. When it’s time to step away, you want to do so leaving your employer in a good place. We respect you for that.
Your devotion to work is admirable. But you need to make sure you leave yourself in a good place as well. We can walk alongside you to make sure all the time you’ve put in pays off for yourself in your next phase of life—whether that next phase is a new business venture, part-time retirement, philanthropic endeavors, or a condo on the ocean. We’ve helped many people retire well. And we’re ready to help you, too. Here’s how:
We can work with you to turn the worries of the future into comfortable plans starting today. Here’s how we do it:
Schedule a 45-minute meeting.
Review your current financial position.
High level review of the plan you have in place.
Head towards the well-groomed path.
Meet with us, so you can approach your path with confidence—even if your path goes an unconventional route. We’ll walk beside you so that you’re prepared for all of it. Let’s start now.