Kim and Colin are both high-earning professionals. While both are very talented in their own professions, neither has much comfort with financial matters. Over the course of our relationship together, we have helped Kim and Colin:

• consider employment opportunities and negotiate terms with their employers

• determine the best method to fund support for Colin’s elderly mother

• consider how to pay for a major home addition

• find a new tax preparer when they retired

• evaluate a potential ex-pat employment opportunity

• exit a poor-performing whole life insurance policy they purchased before hiring us

• evaluate the purchase of a rental property

all in addition to the advice we provide in the more traditional areas of financial planning.*

*The above client story involves a current or former Pathway Client. Personal details, including names, have been modified to protect client confidentiality. Client success stories should not be construed as a guarantee that any current or prospective client will obtain the same or any particular level of success, performance, investment results, or experience if he or she engages Pathway Financial Advisors LLC to provide investment advisory services. Past performance and the experiences of other clients are not indicative of future results. Individual investment results may vary based on a variety of factors, including investment objectives, financial circumstances, market conditions, and other considerations.