We help retirees and near-retirees manage investments, reduce taxes, and create a reliable retirement paycheck
We do our best work with:
Age 50+
Investors who are getting close to retirement or already in retirement
$500k +
Investors with a nest egg of $500k or more
(excluding real estate)
Trusted Guide
Investors who want expert guidance so they can retire with purpose
Our Process
1
Introduction Meeting
We take time to answer your questions, learn about your financial situation, and understand what matters most to you.
During this conversation, we’ll also share more about how we work with clients at Financial Pathway, what the planning process looks like, and what you can expect moving forward.
2
Retirement Plan Meeting
We’ll review your financial situation and create a personalized retirement plan.
In our retirement plan meeting, we’ll walk through the plan summary and our recommendations.
After that, you can take some time to decide whether you’d like to move forward together.
3
Ongoing Advice
We’ll stay in regular communication and meet periodically to review your progress, provide ongoing advice, and update your financial plan as your life and goals change.
We also work alongside the other professionals in your life (such as your CPA or attorney) to help keep your financial strategies aligned and moving in the right direction.
SCHEDULE A CALL
Schedule a complimentary 15 minute phone call to discuss your financial situation, what you are hoping to accomplish, and learn more about the services we offer.
Frequently asked questions
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BIO
Nate Skelly is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Financial Pathway. He is passionate about providing financial education from a biblical worldview. Nate lives in the Tampa, FL, area with his wife, Charity, and their three kids: Jaden, Judah, and Juliet.
