Pathway Financial Management exists to assist clients who are exploring their options in two major areas of life: 1) retirement planning and 2) Medicare insurance. We are committed to providing the highest level of service in both areas.
Investment Philosophy
- Pathway Financial Management understands that each client has unique goals and objectives, and we work closely with our clients to develop a specialized plan tailored specifically to meet those goals.
- Pathway Financial Management seeks to help clients in the process of identifying and establishing their goals, and we will construct an investment portfolio designed to meet those goals — even through up-and-down market cycles.
- Whatever stage of life you are in — in retirement, approaching retirement, or just beginning your working career — Pathway Financial Management can help you implement a plan to help you reach your financial goals.
Pathway Financial Management seeks to help you answer the following questions:
- Am I taking on the appropriate level of risk?
- How much do I need to save to live comfortably in retirement?
- Is my retirement plan/investment allocation in line with my established goals?
- Am I paying too much in fees?
- When will I be able to retire?