The Pathway Financial Group
When it comes to finances—how you want to live your life and what brings you peace of mind—everyone is different. That’s why we tailor each client’s strategy according to their unique needs. Whether you have a specific situation to address or just want help maximizing your opportunities, we help you find the best strategies and resources to support your vision of success. We get to know you and your family personally, and we offer valuable insight so you can see your financial situation clearly, make bold, definitive decisions, and live life to the fullest. We focus on the areas of- Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planning We're here to help you protect the people and things your care about. No matter how your life changes or what you need to live a strong financial future—we have you covered. Ready to see how we can help you? Email us at chris@thepathwayfinancial.com Chris is a Financial Advisors offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. Licensed as Agents with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Neither The Pathway Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Pathway Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions. CA insurance license:#0F58100. 112 Central Avenue NW Orange City, IA 51041 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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