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Text Content

Menu


 * Home
 * About Us 
   * Contact Info
   * Our Team
   * Philosophy
 * Process 
   * Our Process
   * Ideal Fit
   * Path to Purpose FORMula
   * Get Started Now
 * Resources 
   * Blog
   * Free Reports
   * Retirement
   * Articles
   * USA Financial Trending Report
 * Client Login
 * Schedule A Call



RETIREMENT PLANNING DOESN’T HAVE TO BE SCARY.

Learn More

WORK ON YOUR BUCKET LIST. NOT YOUR BUDGET.

Learn More

ARE YOU CONFIDENT ABOUT YOUR FINANCIAL LIFE?

WE TEACH AND PLAN WITH PEOPLE SO THEY CAN SPEND TIME & MONEY ON WHAT MATTERS
MOST.

Learn More

RETIREMENT PLANNING DOESN’T HAVE TO BE SCARY.

Learn More

WORK ON YOUR BUCKET LIST. NOT YOUR BUDGET.

Learn More

ARE YOU CONFIDENT ABOUT YOUR FINANCIAL LIFE?

WE TEACH AND PLAN WITH PEOPLE SO THEY CAN SPEND TIME & MONEY ON WHAT MATTERS
MOST.

Learn More

RETIREMENT PLANNING DOESN’T HAVE TO BE SCARY.

Learn More



A FINANCIAL ADVISOR SHOULD BE FOCUSED ON MORE THAN SIMPLY WHERE AND HOW TO
INVEST


Having a coordinated strategy that puts the retirement puzzle pieces of Social
Security, nest egg distributions, pensions, and taxation together, while
accounting for the major risks all people face in retirement, gives you the
highest probability of success and efficiency. That's why we designed our Path
to Purpose FORMula to pursue your needs as your life unfolds and give you a
clear view of your retirement. 


OUR PROCESS


DISCOVERY & FIT


ENGAGEMENT


PLAN IMPLEMENTATION


ONGOING RELATIONSHIP

See Our Process


MONEY IS IMPORTANT, BUT IT'S NOT WHAT MATTERS MOST


What matters most is relationships with family and close friends, the freedom
of a work optional lifestyle, and the ability to pursue recreational activities
you desire. Money is simply a tool that enhances these key areas. This core
belief is at the center of everything we do, and we NEVER lose sight of it.

Schedule A Call


YOU DESERVE TO LIVE WITHOUT DOUBTS


Nervous about being able to retire on time?
Unsure about your retirement income needs?
Frustrated your statements are hard to understand?

Finances are complicated, but your problems have solutions.

Schedule A Call


OUR PROMISE

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


OUR SERVICES


INSURANCE


FINANCIAL PLANNING


INVESTMENT MANAGEMENT


HOW WE WORK

Many people lack confidence in their financial plans. That's why we created a
process that teaches people to interpret their statements so they can
confidently spend their time and money on what matters most to them. 

Schedule A Call

BEN HARVEY RICP®

Senior Financial Planner

765-698-5121

765-825-4191

bharvey@pathwayplanners.com



LEA ANN MCCLUNG

Advisor Assistant

765.698.5121 ext 102

765 825 4191

lmcclung@pathwayplanners.com




ABOUT PATHWAY FINANCIAL PLANNING

Having a lifelong goal to own his own business and a conviction to always put
the client’s interests first, Ben Harvey started Pathway Financial Planning in
2013. To truly be able to always place the client’s interests first, Ben felt it
was imperative to structure his firm as an independent financial planning firm
which eliminates quotas or directives from any investment companies or firms.

Having worked 8 years in the financial services industry at a small community
bank in Connersville, Indiana, first as a loan officer and later in a dual
capacity as Trust Officer and Financial Advisor, Ben’s years of experience in
financial services are unique in that they encompass so many areas of personal
finance. While at the bank, Ben attended and graduated from Cannon Financial
Institute’s Personal Trust School, an intensive 3-year course that focuses on
many aspects of Trust and Estate Administration and Planning. At the conclusion
of trust school, Ben successfully passed the American Banker Association’s
Certified Trust and Financial Advisor (CTFA) exam. Stongly believing education
doesn't end with high school or college, Ben completed The American College for
Financial Services' Retirement Income Certified Professional (RICP) course work
& examination in early 2021. 

Pathway Financial’s clients benefit from Ben’s unique skill-set of business
management, retail lending, estate and trust administration and planning,
comprehensive financial planning, and wealth management, but the firm he chooses
to affiliate with is equally important. In 2015 Ben chose to partner with USA
Financial. In doing so, he found a company that is philosophically aligned with
the values and focus of Pathway Financial. This partnership helped enable
Pathway to focus on helping people in one of the riskiest transitions of their
life: retirement.  

Learn more


WOMEN AND WEALTH: A PIVOT TOWARDS RETIREMENT

Tips and strategies for women approaching retirement to ensure a smooth
transition.
Learn More


RETIREMENT AND QUALITY OF LIFE

Asking the right questions about how you can save money for retirement without
sacrificing your quality of life.
Learn More


A LOOK AT DIVERSIFICATION

Diversification is an investment principle designed to manage risk, but it can't
prevent against a loss.
Learn More


HAVE A QUESTION?

Name
Email
Address
Phone
Question
Send
Thank you!
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CONTACT

Office: 765-698-5121

Fax: 765-825-4191

9078 Union Centre Bouvard

Suite #350

West Chester, OH 45069

info@pathwayplanners.com



QUICK LINKS

 * All Articles
 * All Videos
 * All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Benjamin Harvey is an investment adviser representative of, and securities and
advisory services are offered through USA Financial Securities Corp., Member
FINRA/SIPC., a registered investment adviser located at 6020 E. Fulton St., Ada,
MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial
Securities.

Benjamin Harvey is authorized to transact securities related business and
investment advisory services only in states where he is properly registered. For
investment products and services these states include: IN; OH. For investment
advisory services these states include: CO; FL; IL; IN; KY; MI; MT; OH.
Additionally, clients who are not residents of these states cannot be serviced.
This website is not intended to provide investment, legal, or tax advice, nor to
effect securities transactions or to render personal advice for compensation.