Pathway Financial Planning, Inc

Thank you for visiting Pathway Financial Planning, Inc.. Getting the correct finanical advice is not always easy. After 20 years in the financial services business I decided to establish an independent financial planning service that would provide the needed advice and service people are looking for without being charged excessive fees. My vision has always been to establish a company that would provide a single go-to advisor who can actively assist people with every part of their finanical lives. My first passion is helping fellow veteran families in their time of need. I assist veteran families in obtaining a little know Veterans benefit called Aid & Attendance. This benefit helps qualifying families pay for the cost of assisted living. I help families to determine their eligibility and then work to help them qualify for the benefit. My second passion is working with families to help figure out how they will pay for their children's college expenses. While putting my second son through college I knew there had to be a way to reduce the costs. I have made it my mission to reduce the cost of college for as many people as possible. Everyone deserves a chance to go to college without having to amass extraordinary debt. As CERTIFIED FINANCIAL PLANNER™ professional, my main focus is to help you make educated decisions about your finances that feel right to you. I provide direction so you can either get on a path or stay on a path to financial security. Everyone's journey and everyone's definition of financial security is different. No two plans are ever the same. Let me help you make your plan a reality. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at oscar@pathwayfp.net or call me at 757-595-4588. Services When developing a customized financial plan, I will walk you through a step-by-step process that is designed to help make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services: Tax-reduction strategies Investment management, including stocks (Series 7 only) and mutual funds* Retirement planning strategies* Asset protection through insurance and annuity products* College Funding Solutions Veteran's Aid & Attendance Benefits When it comes to state employees and educators I work to develop a plan that identifies your current employee benefits and compliment those benefits. Those who are under the Virginia Retirement System have a multiude of benefits and guarantees. Investment advisory services offered through Pathway Financial Planning, Inc., a Registered Investment Advisor in the state of Virginia. Insurance products and services are offered through Pathway Financial Services, Oscar N. Alvarez and Pathway Financial Services are affiliated companies.

Address: 714 J Clyde Morris Blvd , Ste 120, Newport News, VA 23601, USA

Phone: +1 757 595 4588
FAX: +1 757 595 9122