Pathway to Financial Freedom
Public
4 members
Free
Welcome to our community!
This space was created to empower you with the financial knowledge and support you need to make confident, informed decisions on your path to financial independence
Here’s what you can take advantage of:
✔ Free Financial Review & Needs Analysis
Get a personalized look at your financial situation to understand where you are & what steps can help you move forward
✔ Help Locating Old 401(k)s
If you’ve changed jobs & lost track of old retirement accounts, we’ll help you find them
✔ Assistance with Rollovers & New Accounts
- Rollover 401(k)s
- Opening Roth IRAs
- Starting mutual fund accounts
- Setting up 529 college saving plans
✔ Access to Regulated Investment Options
Experienced investors have a trusted environment to explore professionally managed funds from respected firms such as Invesco, Franklin Templeton, & Lincoln with FINRA‑Member brokers.
Mission
Educate. Empower. Elevate. We’re here to help you build a stronger financial future with clarity, confidence, and community support
powered by
skool.com/pathway-to-financial-freedom-7800
Safe, supportive space to learn financial concepts to build financial freedom
Investors access to regulated managed funds through FINRA-member Brokers