The assessment process is thorough and purposeful. The questions we ask might seem intrusive, but they are essential in order to gain a better understanding of where you are, and where you want to be. It is also important to determine if you are compliant and if there are any tax strategies or implications to be aware of. Lastly, we can compare a variety of plans to see if they are feasible for you and your team.
Pathway Retirement Solutions has decades of experience as well as continuing education to help them guide you through the process.
We work closely with our clients’ investment advisors, accountants, and other tax and financial advisors to ensure their plans are accomplishing exactly what they want them to.