Detroit
SmartVestor Pro
Welcome!
Pathworks Financial is a proud supporter of Dave Ramsey's financial teachings. As a SmartVestor Pro, we believe the path to prosperity is laid out in expert fashion in the Baby Steps.
Whether you are new or experienced listener, reader, or watcher of Dave's material, you have done your homework and started (or been on) a unique and important path to financial security.
Our role is to help you take the next steps and make your plan personal across all of your investment opportunities while creating a holistic plan for taxes and protection planning.
We invite you to look around and evaluate our credentials and message.
As a Fiduciary, Pathworks Financial takes our responsibilty to serve your best interests - rather than those of Wall Street - seriously.
As a Fee-Only advisor, we are only compensated from and work for our clients.
We hope to speak with you about your financial goals soon!
IS THIS YOU?
Whether you approaching retirement and need complex investment, tax, and financial advice, or just starting on the baby steps to wealth, we have solutions for you.
Total Wealth Management
Expertise, discipline, experience
Wealth management requires expertise and discipline that is most effectively honed with experience. Our advisers have over 75 years of combined experience and as an independent financial services firm, Pathworks Financial has helped hundreds of individuals steward their wealth with wisdom and confidence.
Retirement and Benefit Plan Guidance
A fiduciary approach to your investments
As your independent fiduciary, we can review the benefits and downsides of your current retirement plan options. We work with a number of 401(k), 403(b), 457, IRA, HSA and other types of employee benefit accounts.
For corporate, small business and self-employed clients, we can also assist with implementation of your retirement plan options.
Financial Planning
The cornerstone of your financial life
Financial planning process is the cornerstone of your Financial Life. We help clients with cash flow, insurance, investments, tax planning, estate planning, and retirement planning.
Ready to Talk More?
Schedule a complementary call or in-person or virtual meeting.
