Our team of trusted financial advisors are here to help you with both benefit decision making and holistic financial planning.
You are eligible to meet with a member of our locally-based team to assist in putting together the comprehensive benefit and financial plan that best fits your individual needs. This analysis examines whether or not an individual is adequately preparing for future financial success. The platform will then deliver tailored education specific to your needs.
At Pathwise, we believe no two clients are alike. Whether your needs are big or small, simple or complex, you can count on us to cater our approach to your objectives and serve you in the way that suits you best.
Below are documents that highlight your current benefit offering. Often times, we find employees benefit from decision-making support. As an employee, you are also eligible to utilize our proprietary financial wellness platform, which can give you initial insight into your current financial situation.
Book a meeting with our team directly and we can support you through this process.
Financial Wellness Assessment Tool
The Sage Financial Wellness platform is a financial engagement software system used by individual advisors and organizations across the country. The Sage platform analyzes an individual’s unique financial situation associated with retirement, life insurance, disability, long-term care, and student financial debt.
This analysis examines whether or not an individual is adequately preparing for future financial success.
Your Advisory Meetings
Your employer has sponsored financial wellness sessions with the Pathwise Group Advisors. Pathwise Group is fiduciary driven, un-biased and trained to take a full and holistic review of your financial situation. We are here year round to help with any questions or concerns you may have. We work with clients to address all small and big situations.
Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisors
To learn more about a complimentary, independent, comprehensive review of your company book at appointment with PATHWISE GROUP.