Your needs are unique.
At Financial Pathways, we believe that you cannot maximize your stock and mutual fund investments without consideration of other important areas of your financial life. We specialize in an approach which looks at your financial plan as a whole system with the various parts complementing, adding power, and improving efficiency throughout the greater whole. Those parts include not only your stock or mutual fund investments but also your taxes, real estate, employee benefits, estate planning, 401(k and 529 plans and your methods of reducing risk such as insurance.
The benefits of working with Financial Pathways include:
- Powerful approach to investment planning which takes into account your entire financial picture.
- Financial Pathways is your first stop when considering insurance coverage and the benefits to you. There are no commissions or biases to our advice. Our recommendations are always in your best interest.
- As an Enrolled Agent we can not only prepare your taxes but also represent you before the Internal Revenue Service (IRS) should the need arise. Most importantly, we can help you invest your assets with the lowest possible tax impact in mind.
- As a member/co-owner of ACP the Alliance of Comprehensive Planners, we provide the personal and customized approach of a small shop supported by the resources of a much larger organization.
We can help your money work harder for you.
Visit the web site at www.Financial-Pathways.com or Call us today at (603) 821-1450 to schedule a no cost, no obligation consultation.