We educate individuals to see their entire financial picture when making decisions to create the retirement they deserve.
401(k) rollovers, income planning, long term healthcare, life insurance an retirement planning.
Your Financial Pathway is unique so we don't do cookie cutter planning.
Andy, The Mountain Money Man, created The Financial Pathway Group to help people understand their options when it comes to their financial future. Instead of charging a high fee to create a financial plan he believes that everybody should have a written financial plan so he offers this at no cost.
Instead of somebody talking over your head he would rather have a normal, easy to understand conversation over a hot cup of coffee. As a firm we focus on the whole picture, not just investments.
As an advisor Andy focuses on helping individuals with 401(k) rollovers, income planning, retirement, life insurance, long term healthcare, and protecting your hard earned money from stock market loss.
We have over a decade of experience helping clients prepare for the unknown while meeting their financial goals.
Our Financial Pathway Process Covers:
As an independent financial services firm we work for you, not an insurance company. We partner with over 36 companies to find the best solution for you to help provide a confident financial plan.