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  • WHAT TO EXPECT
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What to Expect

“Where there is strife there is pride, but wisdom is found in those who take advice.”
- Proverbs 13:10 -
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Flexible Planning to Meet Your Unique Needs

If you have specific needs you want to address, our situational-based planning focuses on targeted solutions. For those seeking broader guidance, our comprehensive approach covers all aspects of your goals. Whatever your needs, we’re here to provide the support that’s right for you. Learn more about our processes below:

Situational-Based Planning Process
Holistic Planning Process

Your Role

THE PATH Financial Strategies welcomes the opportunity to help plan your pathway to financial security, but we cannot do it alone! Financial planning is a two-way street, where we work together to maximize the value of our relationship and your portfolio.


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Our Location

9316 Chamberlayne Road
Mechanicsville, VA 23116

804.935.5318
angie@THEPATHFinancial.com

“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”

— Jeremiah 29:11 —

Disclosure

Angelia Shay is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DC, FL, GA, KS, MA, MD, MT, NC, NJ, OH, PA, SC, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Angelia Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9316 Chamberlayne Rd, Mechanicsville, VA, 23116, 804-935-5318. In this regard, this communication is strictly intended for individuals residing in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Angelia Shay is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Angelia Shay is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

The Path Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Path Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

9316 Chamberlayne Rd

Mechanicsville, VA 23116

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Get in Touch

(804) 935-5318
(804) 616-3084
angie@THEPATHFinancial.com
  • WHAT WE DO
  • WHAT TO EXPECT
  • PRESS & MEDIA
  • CLIENT EDUCATION
    • Video Library
    • Our Blog
    • Concepts and Strategies
    • Charitable Corner
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • CLIENT LOGIN
  • CONTACT US

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