Pathwise Support Channels
Financial Advisory
Your financial journey is unique, and our advisory team is here to guide you every step of the way. With a focus on understanding your goals, we offer one-on-one consultations, financial strategy sessions, and access to tools like your personalized financial dashboard. Our advisors are dedicated to creating a roadmap that evolves as your circumstances and priorities change.
Are you confident your current financial plan aligns with your life goals?
Tax Planning
Proper tax planning isn’t just about saving money—it’s about aligning your financial strategies with your long-term vision. Our tax planning services include audits of past filings, proactive strategies for future savings, and personalized consultations. We ensure that you stay compliant while optimizing your tax position to maximize your wealth.
Are you maximizing your tax savings with a proactive, forward-looking plan?
Estate Planning
Protecting your legacy is an essential part of financial wellness. Through our partnership with AmeriEstate, we help you create a plan that ensures your assets are distributed according to your wishes while offering peace of mind for your family. We provide access to resources and tools to help simplify the estate planning process and secure your loved ones’ futures.
Do you have an estate plan in place to secure your family’s future?
Student Loan Relief
Managing student debt can feel overwhelming. That’s why we’ve partnered with GotZoom to help you find relief. From lowering your monthly payments to exploring forgiveness options, our program is designed to provide real, tangible savings. Together, we’ll help you navigate federal programs and uncover opportunities you may not know exist.
Are you taking full advantage of the federal programs available to reduce your student debt?
Insurance/Protection Planning
Protecting your financial future starts with having the right coverage. Our insurance team specializes in life, long-term care, and disability insurance, offering tailored strategies to meet your unique needs. With our support, you’ll gain confidence that you and your loved ones are prepared for life’s uncertainties.
Are you fully prepared for life’s unexpected events with the right protection in place?
Results Before Commitment
At Pathwise Group, our mission is to ensure you have access to the support you need, when you need it most. Take the next step today by exploring the solutions designed for your life stage and goals.
Questions? Contact us today.
Financial wellness technology with a human approach.