Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
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 May 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 anyone.
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 & Estate Administration & Planning. At the conclusion of trust school, Ben successfully passed the American Banker Association’s Certified Trust & Financial Advisor (CTFA) exam. Pathway Financial’s clients benefit from Ben’s unique skill-set of business management, retail lending, estate & trust administration & planning, comprehensive financial planning, & wealth management.
In 2015 Ben chose to partner with USA Financial. In doing so, he found a company that is philosophically aligned with the values & focus of Pathway Financial. This partnership helped enable Pathway Financial to focus on helping people in one of the riskiest transitions of their life: retirement.