Pathway Financial Design

Pathway Financial Design http://brokercheck.finra.org/individual/2779679
http://www.finra.org
http://www.sipc.org
http://www.irs.gov What does an independent planning firm mean for you?

Pathway Financial Design, LLC is an independent planning firm specializing in multi-generational financial & tax planning, as well as personal investment management. We assist families and small businesses in accumulating, preserving, and distributing wealth. We work for you in a best practices capacity, ensuring that your best interest is always our number one priority. We are committed to provid

ing you with holistic, objective and creative solutions to the maze of financial challenges that you may face throughout your life. Our organization is unique in the fact that we provide institutional-quality financial advice coupled with the intimacy of a privately held boutique firm. It is our steadfast goal to develop and maintain a long-term relationship with your family and to be a valued resource for your business or professional practice. Our advisors are dedicated to the financial planning process, a professional Code of Ethics and continuing education. We work closely with your other professional advisors or refer you to our professional affiliates to properly implement your financial plan. Our goal is that our firm becomes the conduit by which all of your financial needs are met.

Summer officially kicked off on June 21st, the longest day of the year. From here on out, the days slowly start getting ...
06/23/2026

Summer officially kicked off on June 21st, the longest day of the year. From here on out, the days slowly start getting shorter… so how are you making the most of the time ahead?

It’s time to start checking off that summer bucket list!

Today we celebrate all the fathers and father figures, and the guidance they give!
06/21/2026

Today we celebrate all the fathers and father figures, and the guidance they give!

Life insurance can not only provide protection, but it can also potentially play a role in your retirement planning. Bey...
06/18/2026

Life insurance can not only provide protection, but it can also potentially play a role in your retirement planning. Beyond the death benefit, certain policies can build cash value over time, offer tax-advantaged growth, and provide flexible access to funds that may support your income needs.

Contact us today to review how using life insurance strategically may fit into your overall financial strategy.

Life insurance isn’t just a death benefit. Experts say whole life & hybrid policies play a role in retirement planning, offering tax advantages & flexibility.

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement ...
06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help. Contact us!

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cult...
06/11/2026

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.

These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.

At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to emplo...
06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan.

https://ow.ly/SHt450Z4the

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy,...
06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://ow.ly/eMOv50Z4taZ

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us!

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help f...
05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"If ...
05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

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3333 Deposit Drive NE, Suite 250
Grand Rapids, MI
49546

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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