Our Services

Financial Planning Services^  

THE PATH Financial Strategies believes that planning is key to achieving your financial objectives.

 

A plan provides direction … helps you make sound decisions … and demonstrates how those decisions impact other areas of your financial life. 

 

It is never too late to start planning for your future!  Contact us today, and we will help define your objectives and map out a customized plan for your journey toward financial wellbeing.

 

As a Financial Adviser of Eagle Strategies LLC, A Registered Investment Adviser, Angie will help guide your journey to financial security.

 

Relying on a fee-based planning approach, THE PATH Financial Strategies can address:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Investment Planning
  • Education Planning
  • Estate Planning
  • Business Planning
  • Executive Benefits and Charitable Planning
  • Risk Management (Life /Disability Insurance & Long Term Care Planning)

… and more!


^Financial planning services are provided by Angie Shay, a Financial Adviser of Eagle Strategies LLC.

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