Are you confident about your financial life?
We teach and plan with people so they can spend time & money on what matters most.
Retirement planning doesn’t have to be scary.
Work on your bucket list. Not your budget.
Having a coordinated strategy that puts the retirement puzzle pieces of Social Security, nest egg distributions, pensions, and taxation together, while accounting for the major risks all people face in retirement, gives you the highest probability of success and efficiency. That's why we designed our Path to Purpose FORMula to pursue your needs as your life unfolds and give you a clear view of your retirement.
What matters most is relationships with family and close friends, the freedom of a work optional lifestyle, and the ability to pursue recreational activities you desire. Money is simply a tool that enhances these key areas. This core belief is at the center of everything we do, and we NEVER lose sight of it.
Nervous about being able to retire on time?Unsure about your retirement income needs?Frustrated your statements are hard to understand?
Finances are complicated, but your problems have solutions.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Many people lack confidence in their financial plans. That's why we created a process that teaches people to interpret their statements so they can confidently spend their time and money on what matters most to them.
Senior Financial Planner
765.698.5121 ext 102
765 825 4191
Having a lifelong goal to own his own business and a conviction to always put the client’s interests first, Ben Harvey started Pathway Financial Planning in 2013. To truly be able to always place the client’s interests first, Ben felt it was imperative to structure his firm as an independent financial planning firm which eliminates quotas or directives from any investment companies or firms.
Having worked 8 years in the financial services industry at a small community bank in Connersville, Indiana, first as a loan officer and later in a dual capacity as Trust Officer and Financial Advisor, Ben’s years of experience in financial services are unique in that they encompass so many areas of personal finance. While at the bank, Ben attended and graduated from Cannon Financial Institute’s Personal Trust School, an intensive 3-year course that focuses on many aspects of Trust and Estate Administration and Planning. At the conclusion of trust school, Ben successfully passed the American Banker Association’s Certified Trust and Financial Advisor (CTFA) exam. Stongly believing education doesn't end with high school or college, Ben completed The American College for Financial Services' Retirement Income Certified Professional (RICP) course work & examination in early 2021.
Pathway Financial’s clients benefit from Ben’s unique skill-set of business management, retail lending, estate and trust administration and planning, comprehensive financial planning, and wealth management, but the firm he chooses to affiliate with is equally important. In 2015 Ben chose to partner with USA Financial. In doing so, he found a company that is philosophically aligned with the values and focus of Pathway Financial. This partnership helped enable Pathway to focus on helping people in one of the riskiest transitions of their life: retirement.