A Better Way to Build

Retirement Accounts

Pathway Strategic Advisors offers a new approach that will give you more control, better advice, and more disciplined investing.

Pathway Strategic Advisors

Individual Investors:

Your employer-sponsored, defined-contribution retirement plan can be one of your greatest retirement assets, if managed properly. If you’re saving and investing through a 401(k), 403(b), or 457 Plan, we can help you to enhance your results. Within your existing plan, we can invest your retirement savings in a diversified portfolio, using an asset allocation strategy that is designed and chosen to meet your needs. We can also give you professional advice and on-going management of your retirement assets. We also may be able to connect you with a local, dedicated investment professional who can help you to plan for retirement and implement a more disciplined investment approach.  In short, we can help you to plan, save, and invest for a comfortable retirement.

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Financial Advisors:

Grow your practice by helping the millions of people who are looking for better advice on their pre-retirement investments. In the past, you were not able to easily advise people who are building investment portfolios in vehicles such as 401(k)’s, 403(b)’s, and 457 plans. But now, through an innovative approach, you can help these people, most of whom desperately want and need your advice. We can show you how to open new accounts, offer your new clients individual advice, help them to apply sound investment strategies, and help establish yourself as the advisor of choice when your clients retire.

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