Step1of3 It All Begins with YouHere at The PATH, you’re not a number to us. You’re an important part of our family and our process is centered on your needs and your best interests. We take the time to really get to know you, your goals, your fears and your passions. Whether you’ve done a lot of planning or none at all, we’ll meet you where you are and help you make the wisest financial decisions moving forward. Step2of3 Empowering Through EducationThere are so many opportunities and choices to make when it comes to your financial health and preparing for the future. We know it can feel overwhelming sometimes but we’re here to help. One thing God has blessed Angie with is the ability to take sophisticated financial topics and explain them in a way where people understand. At the core, our job is to make sure that our clients understand every option available to them so that they can make the best possible decisions to meet or exceed their objectives. Step3of3 A Lifelong PartnershipFinancial planning is not a onetime thing, it’s an ongoing process that requires careful attention and fine tuning over time. As you go through different seasons in life, we’ll help you optimize your plan in response to changes with your income, opportunities and priorities. As the Scripture reads in Jeremiah 29:11, we believe that God has plans to prosper you now and in the future and we’re honored to help you find and stay on His path for your life. New York Life’s Agents Advisory Council (AAC)We are very proud to announce that we have been elected to New York Life’s Agents Advisory Council (AAC) for 2024 by our peers. The AAC offers a forum for Agents and Home Office business leaders to exchange ideas and information on Company products and services, as well as to provide input to business areas to help them meet their goals. |