Our Philosophy

Whether you are a business owner, family, or retiree, THE PATH Financial Strategies can help guide your journey to financial security. From personal finances to investments and insurance to estate preservation, THE PATH Financial Strategies provides financial services backed by knowledge and experience.

 

 

It Starts with a Plan

The first step is to contact us so we can take an in-depth look at where you are today … and where you want to be tomorrow. We don’t dictate; we listen and collaborate. Then together we customize plans to help achieve your goals.

 

Course Correction and Management

We deliver results through a well-coordinated series of recommendations that are easy to understand and easy to implement. And since circumstances or objectives may change over time, we approach your financial plan* as a dynamic, ongoing process.

Our fee-based approach makes us readily available to guide you through detours (such as changing tax laws) … and to steer you past roadblocks (such as marketplace changes). We keep you apprised of opportunities for evolving and flexing your plan as needed, when needed.

 

Your Partner in Planning

THE PATH Financial Strategies doesn’t focus on securing random accounts; we build relationships for life. We grow with you and alongside you, through life’s milestones and events.

Whether you choose to work with us on a comprehensive basis or focus on specific areas, THE PATH Financial Strategies is ready to help. Contact us today.

 

Thank You!

Our most appreciated compensation is a referral from a satisfied client. We count it an honor and blessing to serve you and those you know.


*Angelia Z. Shay, a Financial Adviser, provides financial planning services through Eagle Strategies LLC, a Registered Investment Adviser.

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