Pathway Financial Advisors

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Financial Planning Consultants, Financial Planners, Financial Services

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Tomorrow: 9:00 am - 5:00 pm

19 Years

in Business

Accredited

Business

(802) 660-7086Call Visit WebsiteVisit Website Map & DirectionsDirections110 Main St Ste 401Burlington, VT 05401 Write a ReviewWrite Review

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Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

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Winooski (3 miles)
South Burlington (4 miles)
Essex Junction (8 miles)
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Essex (13 miles)

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BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Neighborhood: Old North End
AKA: Pathway Financial Advisors LLC
Other Link: http://pathwayadvisors.com
Categories: Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives

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Details

Phone: (802) 660-7086

Address: 110 Main St Ste 401, Burlington, VT 05401

Website: http://pathwayadvisors.com

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Pathway Financial Advisors

Tax Planning
Minimizing the amount of taxes that you pay over your lifetime is an important component of your wealth accumulation strategy.
Charitable Giving
For many, investments need to be drawn upon to cover living expenses, charitable giving, or other expenditures. For others, there is little or no current need to draw upon their investments and their focus is on future growth. In many cases, the role will change over time.
Roth IRA
Tom and Linda, both age 62 had both retired from full-time employment. Their retirement funding included traditional IRAs, Roth IRAs, after-tax savings, Social Security, and rental income from a four-unit apartment building they owned. Linda was also doing some freelance writing for food magazines. Given the variable nature of the self-employment and rental income, Tom and Linda’s income tax exposure changed annually. Accordingly, we developed and adjusted annually, a retirement funding plan that drew from their various accounts in a way that minimized their current and long-term tax liability.*
Income Tax

Investment Management
Together, we start the investment management process by developing a Portfolio Mission. Reflective of your financial plan, the Portfolio Mission will articulate what it is that your investments need to do for you in furtherance of your goals.

Financial Planning
In my first financial planning role, I learned that seeking “advice” in the financial services industry could be treacherous. My planning career started in a family office served by various commission-based vendors. I soon realized that much of my job involved trying to determine which recommendations being made to us were for the benefit of the investment firm or for us the client. I knew there had to be a better way where financial advice could be accepted by the client as true professional advice and not a sales pitch.
Retirement Planning
We work with clients to define their vision for their remaining decades, determine the resources required to achieve that vision, and help clients get comfortable with the idea of not receiving a steady paycheck.
Asset Management
Ben started his financial career in Boston as an equity analyst for a private investment fund and subsequently worked for a prominent socially responsible asset management firm. More recently, he worked as an investment research analyst for a Vermont-based asset management company.
College Funding
Should you pay cash or finance your next car, might you be eligible for college financial aid, what health insurance plan is best for you, how can you maximize the value of your business?
Asset Protection
Your financial plan is not likely to plan on disability, a premature death, a lawsuit, or a significant loss of property. We all know these unfortunate circumstances do occur. Our role is to help you understand what things can disrupt your financial plans and develop strategies to minimize those risks. We work with your insurance specialist, attorney, and other professionals to develop a risk management and asset protection plan that is right for you.

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