For some, partnering with an advisor is a critical step in the financial planning process. But for others, it’s not easy to trust a stranger with something as sensitive as their finances, and it’s even harder to find an advisor worthy of that trust.
At Pathway Financial Planning, we make it easy for your loved ones to count on us. By working collaboratively with clients, we help them make informed decisions about their future. We offer personalized advice tailored to their retirement and wealth management needs to help provide confidence and clarity.
Our specialty is helping people as they start to think about the next phase of their lives. Anyone important to you is important to me; so if someone close to you needs advice on getting started, we’re happy to simply be a sounding board to them or speak with them about our process, managing wealth, and what they need to think about before transitioning into retirement.
The Pathway Financial Difference
When it comes to our clients, we focus on two things: what matters to them and what we can control. We believe that we’ve been referred to so many individuals for a few different reasons.
1. An enlightened approach to all your financial needs. We designed this approach to help clients meet their financial needs at any stage of life and as their life unfolds. We don’t just look at the numbers, but instead discover who you are, what you care about, and your entire financial history. We offer a variety of services as part of our Path to Purpose FORMula:
- Wealth management
- Risk management
- Tax planning
- Legacy planning
- Cash management
- Value-added services
2. Commitment to our clients and their success. Fostering relationships with our clients is the foundation of our firm. Our clients trust us with their financial well-being because we focus on what matters most to them. We understand that it’s not just about the money. We value our clients and help them ensure their family, happiness, and values come first.
3. Flexible planning strategies. The unexpected is always right around the corner. We don’t always plan for the absolute worst, but at Pathway Financial, you don’t have to sort it out alone. We take your financial planning into our own hands to try and find strategies that may mark a clearer path to your financial freedom.
4. A team that values your partnership. Once we help get you on the path to financial independence, we don’t just leave you to fend for yourself. In addition to our process, we make it our responsibility to tend to your financial situation no matter where you are in life. We’re not just advisors who focus on the numbers, but professionals who focus on your child or grandchild’s college funding, retirement planning, and helping you move forward financially for the long term.
Whom We Serve Best
Our clients are hardworking people, plain and simple. We best serve pre-retirees, retirees, and individuals winding down from a rewarding career and transitioning into a brighter financial future. We take care of our clients and aim to make sure they have enough income to live comfortably after their working years. Most people desire confidence when it comes to managing their wealth. If this sounds like you, we welcome you to partner with Pathway Financial.
Do You Know Someone Who Could Benefit From Our Services?
We at Pathway Financial Planning not only take financial matters off your hands, but we value finding personalized strategies to serve every one of our clients and their loved ones. Whether it’s investment strategies, legacy planning, or wealth management, we provide transparent, unbiased advice for those who need it most.
We’re never too busy to act as a sounding board to help our clients with their financial decisions. If you have friends, family, co-workers, or anybody you know who can use some financial support, we’re happy to help them as well. Feel free to have them schedule their complimentary introductory meeting by emailing me at firstname.lastname@example.org or calling (765)-698-5121.
Ben Harvey is president and senior financial planner at Pathway Financial Planning, Inc., an independent, comprehensive financial planning firm that prioritizes the client, each and every time. He is recognized as a Retirement Income Certified Professional (RICP®) by The American College of Financial Services.
Ben spends his days staying on top of what’s going on in his clients lives, coordinating the financial planning process, helping people identify their goals, and evaluating whether they are on track. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™. Ben has over 15 years of experience in the financial industry, including years as a loan officer, trust officer, and financial advisor, and offers a unique set of experience of business management, retail lending, financial estate planning, comprehensive financial planning, and wealth management.
Outside of work, Ben enjoys spending time with his wife, Mandy, and their children, Cooper and Claire. They are active in their church, and especially love traveling, hosting friends and family, going to amateur sporting events (especially high school basketball and swimming), and experiencing different cultures. On occasion, you can find Ben playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He will also tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do lists,” Ben has learned to never start a project he’s not ready to finish. To learn more about Ben, connect with him on LinkedIn. You can also register for his recent webinar, Retire with Purpose: An Easy Strategy to Simplify Your Distributions.