PATHWAY FINANCIAL DESIGN

Pathway Financial Design, LLC is an independent planning firm specializing in multi-generational financial planning & investment management. We assist families and small businesses in accumulating, preserving and distributing wealth... Our goal is simple; helping people develop a plan as if they will live forever but giving them the ability to live today as if it's their last. Anyone who has taken a thorough look at the major areas of his or her financial life, such as insurance, tax management, estate planning, and capital accumulation, needs to carefully plan to ensure that all the pieces are working together to produce the most favorable results. Our goal is to assist you in achieving results with an in-depth evaluation of your total financial situation. This includes an assessments of every aspect of your financial life and provides you with detailed, interactive recommendations... We are committed to providing you with holistic, objective and creative solutions to the maze of..

Also known as: Pathway Financial Design, LLC

Primary location: Grand Rapids United States