Plotting your PATH to financial security can be a complex journey, filled with detours and roadblocks along the way —so why face it alone?

 

With knowledge and experience, honed by integrity and dedication, 

THE PATH Financial Strategies can help you map a PATH to:

 

  • Achieve your financial goals
  • Preserve your wealth and estate
  • Plan for tomorrow’s retirement while enjoying life today
  • Save for your child’s education
  • Ensure your business survives beyond its key partners
  • Maximize charitable gifting according to your plan
  • Manage risk according to your objectives. 

 

THE PATH Financial Strategies is a strong resource that can strategically guide your way.

For more than 20 years, Angelia Z. Shay*

has provided proven financial strategies to help many individuals,

families and business owners not only reach

but exceed their financial goals.

 


*Angelia Z. Shay, CLU ®, ChFC ®, LUTCF ® is separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the state of VA. As such, these services are strictly intended for individuals residing in the specific state referenced.


*Angelia Z.Shay, CLU ®, ChFC ®, LUTCF ® is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Virginia and Florida.

No insurance business may be conducted outside the states referenced.

*Angelia Z. Shay, CLU ®, ChFC ®, LUTCF ® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.

In this regard, this communication is strictly intended for individuals residing in the states of Virginia, North Carolina and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

THE PATH Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
Copyright 2007. All Rights Reserved. Privacy Policy

Disclosures