Personal Financial Planning

Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized investment strategy and help you map out your Pathway of Life. We view each of our relationships in the context of a process that evolves over time. When you come to a fork in your Pathway, we will always be ready to adjust your plan and help decide which way to go. Our primary commitment is to your long-term financial security.

Pathway Financial Services believes in flexibility. We are an independent firm able to consider a wide range of investments before creating the plan we feel is best suited to your individual financial objectives.

Your objectives may include financing a comfortable retirement, your child's education, a daughter's wedding or other goals that will bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable – our job is to help you plan ahead, so you can enjoy your Pathway of Life.

Contact Us