Products & Services

Flourish Financial Pathways provides assistance in the following areas:

Financial Consulting & Advising

Personal Finance Strategy Advising

Needs Analysis

Goal Setting

Cash Management Strategies

General Financial Guidance

Life Event/Life Transition Advising

Financial Evaluations

Referrals & Recommended Resources

Managed Investment Programs

Brokerage Accounts

Mutual Funds

Traditional IRA's

Roth IRA's

Solo 401(k)

Variable Annuities

Fixed Annuities

Indexed Annuities

529 Plans

Comprehensive Financial Planning

Retirement Planning

Investment Planning

Cash Flow/Budget Planning

Goal Planning

Insurance & Risk Mgmt. Planning

Tax Planning

Estate Planning

Income Distribution Planning

Needs on Death Planning

Education Planning

Financial Education

Meetings & Conferences

Professional Associations & Organizations

Other Speaker Request