Peace of mind knowing experts are overseeing your retirement funds
A personal investment strategy driven by your goals
Save time and let us help you plan for the future
What are my options?
Generally you have 4 options to consider.
1. Leave the money in your current 401(k) Plan
2. Rollover your balance to an individual Retirement Account
3. Transfer the account to your new employer’s plan
4. Cash it out
Each option requires careful consideration of important tradeoffs. Please watch the video for more information.
Is a Rollover IRA right for my 401(k)?
This question comes down to a more careful evaluation of options.
It is important to consider things like cost, investment choices, and additional services offered.
We can help you evaluate your options.
A Trusted Name for 20 Years
Founded in 1998, Pathways Financial Partners is an independent, fee-only investment adviser serving successful individuals and retirement plan sponsors.
Our evidence-based investment philosophy and high touch client service create positive and enduring solutions for our clients. Our team avoids the risks of stock picking and we help you create portfolios with index funds from BlackRock and Dimensional Fund Advisors (DFA). DFA funds are only available to individuals via a limited number of advisory firms in the US. Our team creates low cost; tax efficient portfolios to help you gain access to the best markets have to offer.
We believe the best path to wealth management is integrating your goals, your mindset and your values to bring clarity to your future. We help you pull the complex pieces of your financial life together to create a plan and help you keep track every step of the way. Many of our clients have been with us since we opened our doors in 1998.
Our solitary focus is to make a positive and lasting impact on the life of everyone we serve.