Ben Harvey
- Role
- Financial Planner President at Pathway Financial Planning, Inc
- Location
- Hamilton, OH, US
- LinkedIn followers
- 500 followers
About Ben Harvey
Ben coordinates the financial planning process and helps identify your goals, recognizing…
Experience
Financial Planner President
Pathway Financial Planning, Inc
May 2013 — Present
Independent financial planning firm with the mission to work collaboratively with clients to enable them to make informed wealth management decisions. The value in our work is derived by constructing a tailored, disciplined, and coordinated course of action that gives our clients the highest level of clarity and confidence. We design comprehensive financial and retirement plans for retirees, pre-retirees, accomplished individuals, and families. Some of our specialties are financial planning, investment management, life insurance, annuities, 401(k) rollovers, 401(k) analysis, and retirement plans.We also provide creative and thorough financial guidance on- Wealth accumulation and preservation strategies - Tax-efficient income planning - IRA, Roth IRA, and Stretch IRA strategies - Financial estate preservation - Long-term care risk mitigation - Life insurance audits and strategies - Financial estate and legacy planningBen Harvey is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp.(Member FINRA/SIPC). USA Financial Securities is a registered investment adviser located at 6020 E Fulton St, Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.Check Ben’s background on FINRA’s BrokerCheck at: http://brokercheck.finra.org/Individual/Summary/57•••47
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