Financial Pathways: Our Only Agenda is Your Successful Financial Plan

You know where you want your financial journey to take you.  A secure retirement.  College education for your children.  A life free of financial worries and stress.  But the best path to follow may not always be clear. After all, if you are like most people, you only make this financial journey once.  Guidance and advice from someone who knows the way could be reassuring!  That is what financial life planning is all about.

But who can you trust to offer advice? Wall Street brokerage firms? Insurance companies? Sometimes it seems as if everyone who offers financial advice has an agenda of their own! Financial Pathways is different. We are an independent, New Jersey based group of Certified Financial Planners(tm) committed to the highest standards of client care. We have no proprietary products to sell. No ulterior motives or hidden corporate allegiance. Your financial future is our ONLY agenda!

So let us be your guide on this financial journey called life. We have traveled the this road many times. We know every twist and turn.  We know where the obstacles and dangers lie. We are committed to seeing you successfully complete the journey! So contact us today for a free no-sales-pressure consultation. You have nothing to lose except uncertainty and stress!

Financial Life Planning

Your future is too important to leave to chance. You need a road map. A plan. Not a report spit out by a computer model, but a customized financial life plan focused entirely on your vision for the future. Face the future with greater confidence and less stress. Let us help you plan the future you have always dreamed of.

Retirement Planning

A key focus of your financial life plan is retirement.  Everyone agrees saving for retirement is important.  But questions abound.  How much to save?  How to best invest those savings?  How to use those savings once we need them?  How to avoid running out of money?  Your financial life plan addresses all these questions and more.  It is your personalized guide to retirement.

Investment Management

Trusted and competent investment advice has never been more important than in these turbulent times. Whether you are a Reckless Rick or a Nervous Nellie, a new parent or a grandparent – we can help design and maintain a well diversified portfolio based on your unique needs and goals. And maybe one that will actually let you sleep at night in peace.

Planning For Women

Women face unique financial planning challenges.  Chief among them is you can (statistically at least) expect to significantly outlive your male companion.  This means you are the one most likely to suffer should your financial plan be insufficient to meet your long term needs.  We help women take charge of their financial lives in a supporting, consultative, low pressure environment.

Simple Hourly Fee Advice

Our professional financial advice is available for a simple hourly fee. No strings attached. No minimum investment. Maybe you are not in a position to invest right now. Maybe you just want an unbiased second opinion. Maybe there are other aspects of your financial life which require your attention at the moment. Hourly fee as needed advice may be just what the financial doctor ordered.

Financial Planning For College

Will your child’s education lead to a better life? Or a mountain of debt? The soaring cost of college is changing the rules and threatening the financial futures of both children and parents. Prudent financial planning for college is more important than ever.