Plan for Retirement
Pathway is retirement Planning reimagined
Retirement is supposed to be enjoyable and stress-free, so we created our planning experience to be that way too.
Pathway isn’t a typical retirement planning experience. It’s delightful, research-backed, and focuses on what’s most important: you.
It takes just a few steps for your Pathway to become clear.
Start with a picture of your true self. Once you upload your financial details to Pathway through CCC, we’ll analyze your financial habits and make updates as your situation changes.
Get an accurate glimpse of the future
See the impact of your choices
Invest with expert guidance
Retirement investing Isn’t one-size-fits-all.
Depending on your personal and financial situation, you may benefit from one or more account options. Not sure which are right for you? Pathway will provide a recommendation. Start your Pathway towards financial freedom. Peace of mind awaits.
The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.
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