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Finance Advising reviews in Stewartsville

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  • Subsequent to having Financial Pathways perform a holistic review of our entire financial picture (current savings, retirement investment portfolio, anticipated pension/social security income streams, and debt burden/expenses), my wife was down-sized from her high salaried position and found herself unemployed at age 58. Thanks to Jim and Luba having already analyzed our entire financial picture and providing us with a detailed forward looking financial plan, we did not experience anywhere near the amount of anxiety that would normally accompany such a major financial hit (losing her job/income). Instead, we knew exactly where we stood, and were able to embrace the opportunity to retire early, instead of being panic stricken.......
    I would encourage everyone to have their entire financial picture reviewed, and to develop a plan to meet their lifetime financial goals. I give my unqualified endorsement to Financial Pathways and highly recommend Jim and Luba for their knowledge and expertise. They are very hands on ( we have periodic telephone reviews with them from our retirement home in Florida), and we have full access to our investment accounts and are able to review their performance at any time we so choose. 
    Let the experts provide some unemotional and unbiased analysis - it was a blessing for us.
    - Stanley B.
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Financial Advisors in Stewartsville

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