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Retirement & Investing
At Pathway Financial Solutions, we have been serving client's investment and retirement planning needs for over 25 years. We have 5 advisors as well as a great support staff to ensure that you will receive outstanding service. We use some of the industry's best financial planning tools and have access to a wide variety of fund managers.
We offer independent financial management and advice in the following key areas:
- Retirement Savings
- Investment Planning
- Risk Management
- College Funding
- Distribution Planning
We are 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
Once your goals have been established, we will discuss appropriate investment products and strategies to suit your vision and objectives. We can also help you establish a sound financial and retirement plan utilizing the following products:
- IRA's, Roth IRA's, Non-Qualified Accounts
- Retirement Plan Platforms [for 403(b), 401(k), 457 and other types of Plans]
- Mutual Funds
- Variable and Fixed Annuities
- Brokerage accounts
- Stocks, Corporate Bonds, Municipal Bonds, Government Securities
- Unit Investment Trusts
- 529 Plan Investments
- Fee-Based Investment Management and Planning