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Wealth Management
We believe clients should receive a comprehensive wealth management experience. Before any investment discussion can occur, goals and priorities must be identified, allowing our Advisors to build a portfolio meeting our clients objectives.
Financial Planning
Pathway Partners Wealth Advisors financial planning aims to help clients with multiple planning areas, including:
- Retirement
- Education
- Estate
- Insurance
- Tax
- Liability
- Investment
Retirement Planning
Although the phrase is overused, it’s correct... "You can never start planning too early." Whether you are evaluating if you can retire in the next few years or looking to the future, we are here to help you.
Education Planning
With higher education costs continuing to rise at historic rates, education planning remains an important consideration. Using the proper vehicles (529 plan, etc.) and funding techniques, we will work to offset the rising costs and may even have benefits such as tax deductions.
Asset Protection
Financial planning for goals such as college and retirement is especially important, but so is ensuring that a plan can be executed, even if unexpected life events occur.
Business Consulting
You have spent years creating, cultivating, and operating your business. With the countless hours invested in your business many owners find themselves behind on planning. What's next? We can help you develop a strategy for items such as succession, retirement, transition, liability management and asset protection.
**Business Consulting offered by Pathway Partners Services LLC, an affiliate of Pathway Partners Wealth Advisors**
Please Note: Pathway Partners Wealth Advisor is not a tax advisor. A tax advisor should be consulted for any tax advice.