All the Support. All in One Place.
Your complete Pathwise support team—just a click away
This Month’s Focus: Your Full Support Team
At Pathwise, we believe the right support at the right time can make all the difference. So this July, we’re introducing you to every expert available under your Financial Wellness benefit—from advisors and advisors to attorneys and insurance specialists.
Whether you’re starting your career, managing debt, planning for the future, or safeguarding your loved ones, help is ready whenever—and however—you need it.
🌱 One Benefit. Every Life Stage.
Whether you’re:
✅ Starting your financial journey
✅ Managing student debt or taxes
✅ Planning your legacy
✅ Protecting your family
…Pathwise has you covered.
Think of our team as your go-to resource for any financial milestone—big or small.
👥 Meet the Team Supporting You
💼 Financial Advisory
Your financial journey is unique—and our licensed advisors are here to guide you through every step.
- One-on-one consultations and strategy sessions
- A personalized financial dashboard tailored to your goals
- Ongoing support as priorities shift and life changes www.pathwisefinancialgroup.com
🧾 Tax Planning
Maximizing your wealth isn’t just about income—it’s about smart tax planning. Our tax experts help you:
- Audit past filings for missed opportunities
- Build proactive strategies for future savings
- Ensure compliance while optimizing your position
⚖️ Estate Planning
Protect your legacy and gain peace of mind with estate planning support from AmeriEstate:
- Wills and trusts to ensure your wishes are followed
- Power of attorney and healthcare directives
- Simplified, accessible estate solutions
🎓 Student Loan Relief
Student loans don’t have to hold you back. In partnership with GotZoom, Pathwise helps you:
- Lower monthly payments
- Explore forgiveness and repayment plans
- Navigate federal programs and uncover hidden support
🛡️ Insurance & Protection Planning
Make sure you’re covered for life’s unexpected challenges. Our insurance team specializes in:
- Life, disability & long-term care policies
- Customized coverage strategies for your situation
- Peace of mind for yourself and your loved ones
Find out more about the support channels at: https://pathwisegroup.com/support-channels-2/
📅 Webinar 1: All Support. All in One Place.
🎥 Join Our Live July Webinar
“What’s Included in Your Financial Wellness Benefit”
Get a guided tour of every support channel—learn how to access calls, schedule appointments, and take the next step.
🗓 Date: July 23rd, 2025
🕐 Time: 11:00 a.m. PST
Perfect for anyone looking to understand how Retirement Plus supports their financial journey at every life stage.
Click Here to Schedule a 1:1 Appointment or Take the Assessment Today.
Investment advice offered through Integrated Partners, doing business as Pathwise Financial Group, a registered investment advisor.