Pathway Financial Solutions
Our offices will be close on March 29th, 2024 in observance of Good Friday.
John Webb, Jordan Webb, Eddie Balluch, & Brad Veenendaal
Welcome to Pathway Financial Solutions, previously Webb and Associates, Inc., a full-service company specializing in retirement and investment planning.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at 888-756-6670 or (785) 820-8161, or e-mail us at pathway@ofgfinancial.com
We will be happy to help. We look forward to talking with you.
Newsletters
-
Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.