THE PATH Financial Strategies | Glen Allen, VA
 
 
 
 

Helping You

Discover Your Path

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It All Begins with You

Here at The PATH, you’re not a number to us. You’re an important part of our family and our process is centered on your needs and your best interests. We take the time to really get to know you, your goals, your fears and your passions. Whether you’ve done a lot of planning or none at all, we’ll meet you where you are and help you make the wisest financial decisions moving forward.

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Empowering Through Education

There are so many opportunities and choices to make when it comes to your financial health and preparing for the future. We know it can feel overwhelming sometimes but we’re here to help. One thing God has blessed Angie with is the ability to take sophisticated financial topics and explain them in a way where people understand. At the core, our job is to make sure that our clients understand every option available to them so that they can make the best possible decisions to meet or exceed their objectives.

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A Lifelong Partnership

Financial planning is not a onetime thing, it’s an ongoing process that requires careful attention and fine tuning over time. As you go through different seasons in life, we’ll help you optimize your plan in response to changes with your income, opportunities and priorities. As the Scripture reads in Jeremiah 29:11, we believe that God has plans to prosper you now and in the future and we’re honored to help you find and stay on His path for your life.

Forbes Best-in-State Top Financial Security Professional

We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2023. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your trust in us. Thank you for letting us serve your financial needs.

Angelia Shay was chosen as one of just a few insurance professionals in Virginia to receive this recognition in 2023. Agents were selected by an independent research firm based on various qualitative and quantitative data.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.