We create comprehensive financial plans that give you confidence as you embark on your retirement journey. Schedule a visit now to get started!
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
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
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
Forward Focused Visit
Retire Happy– Creating Peace of Mind!
Reiterate Expectations
Review Accounts
Website & Portal Access
Ongoing Support & Plan Maintenance
Forward Progress with Pathways
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!
Schedule a visit with a member of our team to create your financial strategy today.
Financial Diagnostic
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.
Outliving financial assets as the result of a longer life
Reduction in real purchasing power as the result of increasing cost of living
Loss of financial assets as the result of a partner’s or spouse’s death
Limited access to assets to meet life’s unexpected financial needs
Unexpected reduction in the value of financial assets at the time of withdrawal
Decreasing retirement income as the result of increasing future tax rates
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.
Most financial plans are just a collection of disconnected parts. At Pathways Retirement Advisors, we believe true financial clarity only comes from a Holistic Total Office approach. We don’t just manage your money; we synchronize every moving part of your financial life to ensure nothing is left to chance.
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Retirement brings questions, and we’re here with answers. Our team prioritizes client education, helping individuals and families plan confidently for their ideal retirement.
No. Pathways works with households at every stage, from someone putting away a thousand dollars a month to families holding several million. The reason is not generosity, it is that the planning itself does not change with the balance. Everybody has to start somewhere, and starting earlier is usually what makes the later numbers possible.
A family office aggregates. It manages the investments and refers everything else out to other firms. A Total Office keeps every discipline in house, so the tax professionals, estate attorneys, Medicare specialists and investment committee all work for the same firm. Your plan is built and maintained under one roof instead of being handed around.
A brokerage sells you ingredients. We bake the cake. Choosing sound investments is one ingredient in a retirement plan, not the finished product. Pathways handles the whole recipe, tax planning, income, risk and estate work together, and takes responsibility for how the plan turns out rather than for one component of it.
Yes, deliberately. High earners who are not wealthy yet are one of the groups we enjoy partnering with. A lot of this industry ignores them until the balance is large enough to be interesting. We would rather help build the plan in your thirties and forties than meet you after the decisions are already made.
You get an email confirming your message arrived, and a member of the team contacts you within 24 hours to arrange a time, as long as it is not a holiday or weekend. There is no scheduling loop to fight with and no phone tree. Someone from the Pathways team will connect with you directly.
Our office is at 3900 American Drive, Suite 204 in Plano, Texas, and we meet households across the Dallas–Fort Worth area and the state of Texas in person. We also work with clients nationwide by video and phone. If you are outside Texas, get in touch and we will confirm whether we are able to work with you in your state.
