Who We Are
Every client gets our undivided attention because one strategy does not fit everyone. We take a proactive approach, from planning to execution, to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our plans with business partners include disciplined valuation processes, independent defensible business valuations, financial reporting advice, sell-side investment banking, accounting & finance experience, retirement plan solutions, personal wealth management and tax planning & preparation.
The Wild West of Data Theft
At Pathway Wealth Management, we provide you and your employees with the personalized support you need to understand your options, make smart choices, and get on the path to financial confidence. We aim to help our clients improve their chances of financial prosperity and reduce risk.
As 401(k) advisors, we have ample experience and training to assist our clients in making smart investment decisions. We develop investment strategies that work toward our clients' obligations and implement programs that increase our clients chances of having a financially comfortable retirement.
We offer several different retirement plans to fit you and your employee's lives. With plans for your employees, self-employed investors and one-person businesses, we can help you find the plan that benefits everyone within your business.
As 401(k) advisors, we're here to help you protect yourself by managing fiduciary liability while helping you make decisions in your employees best interest. We aim to reduce your liability by taking on investment selection, monitoring, and replacement within your retirement plan, giving you an extra layer of legal protection.
A profit sharing plan allows you to give a share of your business profits to your employees. With a Cash Balance plan, you are able to credit your employees account with a set percentage of their annual salary as well as interest charges. These plans have various benefits for any type of business.