Find Your Stride. Direction. Pathway.
We create comprehensive financial plans that give you confidence as you embark on your retirement journey. Schedule a visit now to get started!
Our Process
01
Retirement Checkup
Goals- What do YOU want; can we help?
Learn about your situation
Top financial worries
Steps you’ve taken
What is your urgency for addressing your planning needs?
Fix or Ignore | Menu Selection
Learn about your situation
Top financial worries
Steps you’ve taken
What is your urgency for addressing your planning needs?
Fix or Ignore | Menu Selection
02
Portfolio Evaluation
Strategies- Do you want our help?
Can you “DE-RISK” your retirement savings and get returns needed to provide GROWTH?
How much COULD you spend in retirement and NOT run out of money?
To what degree would TAX PLANNING reduce your tax liability
Review Menu Selection & Proposal
Can you “DE-RISK” your retirement savings and get returns needed to provide GROWTH?
How much COULD you spend in retirement and NOT run out of money?
To what degree would TAX PLANNING reduce your tax liability
Review Menu Selection & Proposal
03
Plan Review
Implementation Visit
Tools- How we help!
Put your plan into ACTION
Transition accounts into new holistic house
Implement Tax Planning
Review Life & LTC Insurance
Review or Begin Estate Planning
Expectations of Engagement
Adopt Plan & Join Pathways
04
Welcome
Forward Focused Visit
Retire Happy– Creating Peace of Mind!
Reiterate Expectations
Review Accounts
Website & Portal Access
Ongoing Support & Plan Maintenance
Forward Progress with Pathways
01
Retirement Check-up
Goals- What do YOU want; can we help?
Learn about your situation
Top financial worries
Steps you’ve taken
What is your urgency for addressing your planning needs?
Fix or Ignore | Menu Selection
02
Portfolio Evaluation
Strategies- Do you want our help?
Can you “DE-RISK” your retirement savings and get returns needed to provide GROWTH?
How much COULD you spend in retirement and NOT run out of money?
To what degree would TAX PLANNING reduce your tax liability
Review Menu Selection & Proposal
03
Plan Review
Implementation Visit
Tools- How we help!
Put your plan into ACTION
Transition accounts into new holistic house
Implement Tax Planning
Review Life & LTC Insurance
Review or Begin Estate Planning
Expectations of Engagement
Adopt Plan & Join Pathways
04
Welcome
Forward Focused Visit
Retire Happy– Creating Peace of Mind!
Reiterate Expectations
Review Accounts
Website & Portal Access
Ongoing Support & Plan Maintenance
Forward Progress with Pathways
01
Retirement Checkup
We ask thought-provoking questions about your financial well-being to understand your current retirement and financial strategy as well as your needs, wants and likes for retirement.
02
Evaluation
We diagnose your current situation, make recommendations for improvement and offer details about planning alternatives.
03
Design
We design your plan based on retirement planning fundamentals and your unique goals.
Attend an Upcoming Event
Pathways Retirement Advisors is excited to invite you to our next educational seminar. Attend one of our informational events to learn more about retirement income strategies, wealth management and more. Come join us for conversation, questions, and fun!
Maximizing Social Security
Rather Visit One-on-one?
Schedule a visit with a member of our team to create your financial strategy today.
Financial Diagnostic
Get a View of Your Finances Today for Clear Direction Towards Your Financial Life of Tomorrow
Our Financial Diagnostic is designed to review your finances through a holistic lens so that we may evaluate six fundamental financial planning considerations in detail.
Longevity
Outliving financial assets as the result of a longer life
Inflation
Reduction in real purchasing power as the result of increasing cost of living
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death
Liquidity
Limited access to assets to meet life’s unexpected financial needs
Market
Unexpected reduction in the value of financial assets at the time of withdrawal
Taxes
Decreasing retirement income as the result of increasing future tax rates
Eight Obstacles to Retirement
The path to retirement is not always well-marked or neatly groomed. Market shifts, unexpected expenses, and changing life goals can all create obstacles along the way. That’s why having a clear plan—and a knowledgeable guide—can make all the difference.
Our Services
Why Pathways Retirement Advisors?
Retirement brings questions—and we’re here with answers. Our team prioritizes client education, helping individuals and families plan confidently for their ideal retirement.
Get in touch
