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.
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.
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.
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
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:
Schedule a 45-minute meeting.
Review your financial position.
High level review of the plan you have in place.
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.