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Advisor Site Menu

Who We Are
Services
- Financial Planning
- Wealth Management
Resources
Contact Us
Client Login

FINANCIAL PLANNING

Helping You Navigate Your Retirement Adventure

Our Financial Planning Process

Our Financial Planning Process is custom-designed to help you stay the course to reach your Retirement Destination.

With Financial Planning as the foundation and Investment Management providing the building blocks, we can work together to help you pursue your short and long-term goals.

01

Discovery meeting

This is the time for us to learn more about you and your goals.

02

Gather data

We will gather your Expenses, Income, Investment Assets, Risk Tolerance, and other financial items necessary to develop the plan.

03

Analyze and develop

We conduct a thorough evaluation of your financial data to develop your retirement and investment plan.

04

Implement recommendations

We integrate your financial plan with an investment strategy that supports your financial and retirement goals.

05

Monitor the plan

Here is where we systematically review your plan and make adjustments if rough trails approach or new opportunities arise.

06

Communicate on a regular basis

It's imperative to have strong communication and trust to ensure that your plan stays aligned with your goals and risk tolerance.

This communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, GA, MD, NC, OR, PA, SC, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

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Pathway Investment Group, LLC 131 Main Street, Suite 200, Prince Frederick, MD 20678 | P443.968.9318 | F443.968.9325