401(k) Services for Individuals
At Pathway Financial Planning, we recognize the importance of having every piece of your financial puzzle working together. Due to this recognition, we offer our clients investment help on their 401(k) or 403(b) with their current employer. For those with a 401(k) or 403(b) at a former employer, we offer many compelling investment management strategies that go above and beyond what is offered in the typical employer sponsored retirement plan. We invite you to join us for a no-obligation consultation to see if the services we provide might be right for you.
Contact our office to setup an appointment.