401(k) Services for Individuals

401(k) Services for Individuals

pathway-financial-planning-connersville-401k.jpgAt 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.

Ben Harvey and Evan Barnes are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.

Ben Harvey and Evan Barnes are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Ben: (IN; OH) and Evan:(IN). For investment advisory services these states include: Ben: (IN; MT; OH) and Evan: (IN; MT). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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