Welcome!  Pathways is an independent, fee-only financial planning firm located in Fresno, the heart of California’s Central Valley.
 
Clients come to us for many reasons.
Retirement Planning.
Investment Management.
Saving Income Taxes.
Estate, Gift, and Legacy Planning.
Cash Flow and Debt Management.
Regardless of the trigger, we appreciate each opportunity.  Together we tackle the issues, discuss inefficiencies and formulate a unique financial life plan.  As life evolves, so do the discussions.  To learn more about us, have a look around or send us a message (contact us).  
 
Thanks for visiting.
- Pathways Staff
 

 

  • Retirement Planning...
  • Tax Planning...
  • Maximizing Resources...
  • Estate Planning...
  • Portfolio Management...
  • College Planning...
  • Insurance...
  • Household Finances...

 

 

 

What’s New – Our Blog:

Began in 2008 for clients and professionals - updated frequently!


Read our blog here.
 

Stepping Stones – Our Newsletter

Published internally for clients and professionals - updated quarterly!
 
 
Read our newsletter here

Client Adventures - Travel

Fun way to highlight some of our clients travel adventures - updated quarterly!

Read about the experiences of our clients here.