Journeys from The Past

"After several years of searching for advice in regards to a retirement plan of having steady income and knowledge of how taxes and RMDs could affect my retirement lifestyle, I was extremely fortunate to speak with Five Pathways , they were so informative and knowledgeable of all my concerns, I finally felt confident of finding someone I could trust and guide me through my retirement years. I would highly recommend working with this company as I know they have my best interest and they are always quick in responding to any of my concerns . Thank you for all your advice and guidance."

"I have been working with a financial advisor for over a year and really didn’t feel I was getting the best advice for my future retirement needs. I was concerned that my retirement funds that I have been building over the years would get eaten up by taxes and RMDs. I needed to feel that I could continue to enjoy life once I retired and not have to worry about running out of money. I happened to see an ad for Five Pathways Enlighten webinar and was very interested. I did a little research and was excited to see this was financial planning for women by women. I attend the first webinar and was so impressed by what Richelle had to say I scheduled a consultation before the webinar was 1/3 of the way done. Richelle provided a lot of detailed information and answered many questions I had and still have. Richelle has been on calls with me and the companies where my current 401s are to help get the process and paperwork to make the withdraws. I appreciate that Richelle continues to take time to answer questions and continues to do so. Richelle and Chalese walked me through the application process needed to set up my new investment strategies and even helping to set up my new accounts. I am so thankful I saw the webinar ad and took the right step getting Richelle as my consultant. It is a relief that I now have a retirement plan I can live with. I highly recommend Richelle to anyone that wants someone who cares about your financial future needs and you as a person. I feel confident that will be able to enjoy my retirement. I look forward to continuing to work with Five Pathways Financial."

"Richelle goes above and beyond to help me. She would spend time educating me on the investment options and hold my hand to go through the entire investment process patiently. She helped me rollover retirement funds to an annuity. She is very knowledgeable and efficient; she takes command of connecting each involved party and gets necessary steps done methodically."

"I worked with Richelle Melde, which was a very positive experience. She worked through my spreadsheets with me, listened to my plans, asked intelligent questions, and then offered financial options that would get me to the secure financial future I was looking for. We've had follow up phone calls as needed and I've continued to enjoy her as a person as well as a financial artist."

"This company was very helpful in getting my money transferred from a place where I was making very little. It's very rewarding to sit back now with steady gains and zero risk of loss."

"I've been working with Nate for a few months and I have nothing but GREAT reviews. The suggestions are targeted to what I want to accomplish and there is never any pressure! I recommend Nate and the team very highly. 5 stars!"

"Nathan's approach is to educate his clients, so they make the best decisions for their needs. He won't pressure you into a product you don't understand or are apprehensive about. He is a man of integrity and he has earned my trust. If you are looking for a competent professional, who is customer centric, I encourage you to meet with Nathan to learn what he might be able to do for you!"

"Nate and Chalese are fantastic to work with. Nate listens, takes great notes and always comes back with a workable plan. Then spends the time to explain every level, allows time for questions and even accepts feedback for changes. Good team with great results!"

"We have been working with Nate, Andrew and Chalese for over 4 years. Not only are they extremely knowledgeable, but they take the time to listen and fully understand what your financial situation is, and act on that to make you feel confident and comfortable regarding future plans they lay out for you. From initial discussions and through the paperwork, they make sure you understand it all every step of the way. Far and away the best financial group we have ever worked with. And the best part: they care, and it shows. Very happy we found them!"

"Lindsay is our planner and she has been just so awesome."

"My experience has been positive from the first contact. Lindsey is very understanding and caring while advising on the best program for my situation. She has gone to bat for me many times."

"We appreciate Nate's attention, knowledge, and his responsiveness. I would highly recommend his expertise."

"Nate and his associates were very professional and thorough. They provided me the adequate time to fully understand all of the details on my account. It has been a great pleasure working with him."

"Everyone I have dealt with have been very helpful, pleasant, professional and patient. I am very pleased with the attention I have been given and the quality of guidance provided to me."

"Nate was a great help guiding us through all the confusing details. We are so happy to have a plan for our retirement. Thank you!!"

"The representatives at Five Pathways were more than helpful, patient, thorough and personable. They advised, listened and educated us as to our options every step of the way. We felt very confident a f satisfied with our final decision for our retirement funds. They continue to stay in touch and our personal representative is only a phone call or text away."

"Lindsey was very helpful and showed me how my past accounts were costing me more money than I needed to spend. They even worked with me when I don't have access to a printer. She was available via text almost anytime I needed her and completed the transfer in a very timely and efficient manner."

"Lindsey was extremely helpful with figuring out my finances as I approached retirement. She suggested several strategies for keeping taxes to a minimum and getting the most out of my annuity. I would highly recommend."

"Lindsey is great to work with, and explained how the annuity was going to work and how we plan on converting the account in a few years to an annuity. Very easy to get into contact with her if I have any questions."