Pathway Financial Group
Looking for a financial advisor in Lancaster, Lebanon, or Reading, PA with values like yours? Ours are trust, honesty, and integrity. Unlike many investment planners, we actually live by them.
Financial advisors, investment brokers, wealth managers, retirement planners, and insurance agents near Lancaster, PA. Serving small businesses and individuals in Lancaster, Berks & Lebanon counties.
Brian Asper is Pathway’s senior financial advisor and leads a team of expert financial consultants to help you achieve your financial goals.
Are you planning to retire? Maybe you’re trying to figure out the best way to save for college. Or, maybe you’re a small business owner looking for a trusted partner to help you create a comprehensive benefits package that will encourage your best employees to stay. From investments and retirement accounts to insurance, we create financial strategies that are tailored to your needs and goals. Years of experience have prepared us to guide you through all of life’s transitions.
Services Include:
- Comprehensive financial planning
- Retirement planning & income strategies
- Investment planning & brokering
- Wealth management & preservation planning
- Tax-advantaged investment strategies
- Tax management strategies
- Saving for college
- Estate planning, conservation, and management
- Legacy planning
- Charitable giving
- Financial coaching
- Retirement account management (ex. Rolling over retirement accounts)
- …and more.
Pathway Financial Group can set up and manage:
- Mutual funds
- Traditional/Simple/SEP/Roth IRAs
- 401(k)s
- College savings accounts (ex. 529 plans)
- Fixed/fixed-indexed/variable annuities
- Small business benefits packages/plans
- Individual/group life insurance
- Individual/group health insurance
- Group/individual short-term & long-term disability insurance
- Charitable giving accounts
- Stocks
- Bonds
- TOD accounts
- …and more.
Every situation is different. That’s why we create individualized plans so we can discover which path is best for YOU.
Our financial consultants in Lancaster County, PA have the tools and knowledge to help you reach your financial goals!
We can meet with you by phone or in person (we’ll even come to you!)
Personal relationships build confidence and trust. That’s what we strive to have with our clients. We will be there to help manage life’s curve balls.
Our Approach
- Meet & Dream: We create strategies that are tailored to your needs and goals.
- Teach & Plan: Years of experience have prepared us to guide you through all of life’s transitions.
- Monitor & Relax: Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Pathway Financial Group
