Focused Entirely on Your Life, Your Dreams, and Your Financial Plan.
87% of adults feel more confident working with an adviser who has a financial planning designation.
Source: 2013 Financial Adviser Consumer Survey
We realize that there may be some firms for whom “financial advice” and “financial planning” seem to merely be tools to sell complicated financial products for large commissions. There may be others who only want to work with you if you have seven figures or more in assets for their wealth management division.
Financial Pathways is different. We are Certified Financial Planners and our investment advice puts the focus where it belongs – on your goals, on your life, and on your financial plan!
We are independent and locally owned. We have no hidden corporate agenda or sales quotas influencing the financial advice we offer.
At Financial Pathways you will never experience sales pressure – only a genuine concern for and commitment to your financial success!
Beyond investment management. A holistic approach to financial advice.
There is more to your life than money. We get that. Our holistic approach to financial planning and investment advice considers the complex relationships between the various aspects of your financial life. Our advice goes beyond investments and insurance to include suggestions to improve your budget and cash flows, mortgage, debt management, income taxes, insurance, wills and estate documents, real estate, employee and pensions benefits, Social Security, and Medicare – perhaps even suggestions regarding your career and business. Your financial life is about so much more than investments – and so are we! A holistic, big picture approach that is focused on you and your goals. This is the Financial Pathways difference!
Let’s start planning!
If you are seeking a financial advisor who can help you make sense out of your complex financial life – an advisor who is more interested in your goals than his next commission check – we need to talk! So take your time, explore our website, then give us a call or email us to setup a free consultation. No heavy handed sales pitch. No slick corporate presentations. Just a frank discussion about your financial situation and how our services and advice can help you achieve the future you desire for you and your family!
Have a question?
We’re here to help you. Talk to a Certified Financial Planner. Call (908) 203-4664, or send an email using the form on this page. We look forward to speaking with you.