The PATH Financial Strategies, LLC

THE PATH Financial Strategies provides quality financial strategies, and offers insurance, financial products and services to businesses and individuals.

Angelia Z. Shay is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Virginia and Florida. No insurance business may be conducted outside this/these state(s) referenced. Additionally, Angelia Z. Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency at 4435 Waterfront Drive, Suite 400, Glen Allen, Virginia 23060.. In this regard, this communication is strictly intended for individuals residing in the states of Virginia and Florida. No offers may be made or accepted from any resident outside the specific states referenced. Angelia Z. Shay is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Virginia, North Carolina and Florida. As such; these services are strictly intended for individuals residing in the states referenced. THE PATH Financial Strategies is located at 4435 Waterfront Drive, Glen Allen, VA 23060. Contact information: TEL 804.935.5318, FAX 804.935.5357. Neither THE PATH Financial Strategies nor New York Life Insurance Company provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. THE PATH Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

newyorklife.com

New York Life | In It Together At Every Stage. Insure, Invest, Retire.

Your life is changing, and so are your financial needs. Now's the time to check if your insurance coverage still works for you. Update your big life plan now.

newyorklife.com Welcome to New York Life, where securing the best life for you and your family has been our goal since 1845. Learn how our financial professionals can help you.

newyorklife.com

Life Insurance 101 - Everything You Need to Know | New York Life

There's a lot to learn about financial literacy, so let's start off easy with Life Insurance 101. If you prefer a more guided approach, you can always contact me for one-on-one instruction.

newyorklife.com Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

newyorklife.com

Employee benefits from a highly rated, time-tested, client-owned company. | New York Life

When you own your own business, every day is a busy day. Take time to celebrate your accomplishments and take care of the employees that helped get you there.

newyorklife.com For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

newyorklife.com

Life Insurance 101 - Everything You Need to Know | New York Life

The decorations are hung and the presents are wrapped. While enjoying some quiet before the holiday chaos, read about how insurance can help give your family the peace of mind they deserve, season after season.

newyorklife.com Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Did you know today is National Cookie Day? We are celebrating it all month with Chocolate Chip Cookies!

newyorklife.com

New York Life | In It Together At Every Stage. Insure, Invest, Retire.

The best things in life usually come to those who plan through the off-season.

newyorklife.com Welcome to New York Life, where securing the best life for you and your family has been our goal since 1845. Learn how our financial professionals can help you.

newyorklife.com

Life insurance for young professionals. | New York Life

Did you know life insurance can help you pay for college, make a down payment on your home, or supplement retirement income? Let's talk.

newyorklife.com Why it's important to own life preferably whole life insurance when you're young.

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.

On Veteran's Day we thank all veterans for their service to our country! Please tell us about your favorite veteran!

Please join us in wishing Angie a very Happy Birthday weekend! Happy Birthday Angie!

newyorklife.com

Retirement blind spots. | New York Life

To win a championship, you have to be able to anticipate the curve balls. The same is true when it comes to retirement. Read these tips to help ensure you make it around the bases.

newyorklife.com For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

"The Boss" is off getting smarter for our clients, but she never forgets us! We love you Angie! Thank you!

In September, we were blessed to celebrate 25 years of serving our clients and Hanover Tavern provided the perfect spot! Thank you to everyone who was able to join us and thank you for your continued trust. We look forward to serving you for many years to come!

newyorklife.com

Life Insurance 101 - Everything You Need to Know | New York Life

Graduation means moving on to bigger things. From couch surfing through Europe to adulting in a midtown office, see how life insurance can help you stay protected as you do you.

newyorklife.com Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

The PATH Financial Strategies, LLC's cover photo

THE PATH Financial is blessed to have Angie at a conference in Dallas, Texas with over 250 Advisors this week! She is always learning and "getting smarter" for our clients!

newyorklife.com

Your business is about more than the bottom line.

With some smart planning, we can protect what you’ve worked hard to build.

newyorklife.com Learn how insurance can protect your business and employees with a financial cushion that can provide stability and sustainability.

For many new homeowners, mortgage debt is a top concern. How do you protect your loved ones from mortgage debt? https://nyl.co/2u9azqg

Juvenile life insurance offers more than just protection. For starters, it can also help your child get a head start on their financial future. See what else it can do: https://nyl.co/2LOt3mj.

newyorklife.com

Having options helps put you in control.

No matter how you use it, it’s good value.

newyorklife.com New York Life Asset Flex can help put you in control of your financial plan. This dual purpose solution will reimburse you for long-term care if you need it, leave a life insurance benefit to your loved ones if you don’t, or both. No matter how you use it, it’s good value! Watch this video to le...

[07/20/18]   "It's kind of fun to do the impossible." ~Walt Disney

newyorklife.com

Enjoying retirement.

When you're approaching retirement, financial independence means having reliable income. See how we can help you stay financially secure.

newyorklife.com Learn how New York Life can help convert your savings into reliable income, so you can retire without the need to work for a paycheck.

When you lose a loved one, it feels like the whole world is standing still. Having a plan in place can help it to start moving again when you're ready. https://nyl.co/2uiw3R1

Single parents pull double duty when it comes to raising kids, so life insurance is twice as important. Let's talk about how you can make doubly sure your kids are protected. https://nyl.co/2zq1jU4

newyorklife.com

Health and aging.

Caring for both your children and your parents can be a handful. Long-term care insurance can alleviate a lot of the burden. Find out how.

newyorklife.com Long-term care expenses are racking up as we’re living longer. Products like long-term care insurance and annuities are designed to help with extended care costs.

Be proud of your achievements, optimistic about the future, and prepared for tomorrow. I can help: https://www.newyorklife.com/learn/planning-for-retirement.

[07/04/18]   "The meaning of life is to find your gift. The purpose of life is to give it away." ~David Viscott

Beach bound? Driving to your mountain cabin? Vacation should be a time to kick back and relax. Working with a financial pro can help you leave your worries behind. Let’s talk. https://nyl.co/2IdpzrG

[06/30/18]   "All progress takes place outside the comfort zone." ~Michael John Bobak

Kids + money = sticky situations. Teaching your children about financial responsibility is a lesson that can last a lifetime. Check this out: https://nyl.co/2I9lSmH.

[06/25/18]   "There are many points in life when we cannot see what awaits us around the corner, and it is precisely at such times, when our path forward is unclear, that we must bravely keep our nerve, resolutely putting one foot before the other as we march blindly into the dark." ~The Hundred-Foot Journey

newyorklife.com

Things women can do to boost their retirement security right now.

For most women, balancing work, home, and everything else life throws at you is second nature. But are you taking the time to plan for your financial future? That’s where I can help.

newyorklife.com Whether you’re just starting up the career ladder or an experienced corporate mogul, you may need to take extra steps to help ensure your security in retirement.

Still a little fuzzy when it comes to preparing for retirement? Let's talk about your goals.

forbes.com

Eight Retirement Planning Factors Young Workers Need To Think About Now

8 retirement planning factors for young workers.

forbes.com Eight Forbes Finance Council members discuss what young workers should know about saving for retirement.

Happy Father's Day from all of us here at The Path!

Dads are the go-to-guys for just about everything. But when you need help preparing for big things like retirement and saving for college, we’re here to lend a hand: https://nyl.co/2JL4c5v.

[06/12/18]   "With every adversity, there is an equal or greater gift. Keep looking for the gift."
~Earl Nightingale

newyorklife.com

Tax considerations in retirement.

Did you know the amount of tax you owe at retirement depends on your income, your retirement plan, and the timing of your withdrawals? Let’s talk tax considerations in retirement.

newyorklife.com It's about timing, tax-deferred growth, and tax efficiency.

newyorklife.com

How will I pay for college?

Sending your kid to college is important, but so is maintaining your financial well-being. Keep both on track with these solutions.

newyorklife.com Worry less and help your children achieve their dream with these smart tips.

[06/06/18]   “The future you see is the future you get.” ~Robert G. Allen

newyorklife.com

Four ways that women can build a retirement backup plan.

Four strategies to help women prepare for retirement.

newyorklife.com Why women need a backup plan in case they need to retire early.

newyorklife.com

Plan for your future.

No one ever says they wished they could have planned less.

newyorklife.com Buy-sell plans can help create a market for a closely held business, establish a price for all parties to sell their interests, and provide money to fund the plan.

newyorklife.com

What do you consider to be basic expenses?

Let's make sure you retirement plan can keep up with your priorities.

newyorklife.com When you hear the term “basic expenses” you may think about: the cost of housing, healthcare, food, and things of that nature. We recently completed a study where we asked retirees and pre-retirees what they define as basic expenses. While housing, food, and healthcare are all on the list – so...

[04/26/18]   COLLEGE TIME!!!!!!
Do you have a child in high school or beginning high school in the fall? Are you concerned about the ever-changing field of college admission and financial aid?
You are invited to a free seminar to help answer your questions and get you prepared for the process ahead!

College Solutions with Margaret Bolton Baudinet
When: May 1St @ 6 pm
Where: Fairmount Christian Church
RSVP: [email protected]

[04/01/18]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

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Click here to claim your Sponsored Listing.

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4435 Waterfront Dr, Ste 400
Glen Allen, VA
23060
Other Insurance Agents in Glen Allen (show all)
Quentin L. Williams, Agent with New York Life Quentin L. Williams, Agent with New York Life
4435 Waterfront Dr, Ste 400
Glen Allen, 23060

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Mich Mutlu, Financial Service Profiessional Mich Mutlu, Financial Service Profiessional
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Glen Allen, 23060

I am a Financial Services Professional offering securities products and services through NYLIFE Securities, LLC

Darren Coles, Agent with New York Life Darren Coles, Agent with New York Life
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Agent licensed to sell insurance through New York Life Insurance Company.

Premier Financial Alliance Richmond Premier Financial Alliance Richmond
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Matthew Kirkpatrick, Liberty Mutual Insurance Agent Matthew Kirkpatrick, Liberty Mutual Insurance Agent
301 Concourse Blvd., Suite 200
Glen Allen, 23059

I am licensed to sell Auto, Home and Life insurance in VA. Please contact me for any of your personal insurance needs!

Dale Matheney, Registered Representative, NYLIFE Securities LLC Dale Matheney, Registered Representative, NYLIFE Securities LLC
4435 Waterfront Dr, Ste 400
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Joel Hughey, Partner at New York Life Insurance Company Joel Hughey, Partner at New York Life Insurance Company
4435 Waterfront Drive, Suite 400
Glen Allen, 23060

As a financial professional with New York Life in Richmond, VA you'll help families achieve the financial security they need and desire

Visitorguard Visitorguard
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Glen Allen, 23060

We offer a wide choice of Insurance plans for visitors. At http://www.visitorguard.com people can compare & buy the best plan according to need & budget.

Derek T. Springer, Agent with New York Life Derek T. Springer, Agent with New York Life
4435 Waterfront Drive, Suite 400
Glen Allen, 23060

I work with families and businesses in the Chester, Tri-Cities, and Prince George communities to develop a sound financial strategy as an agent licensed in Virginia and Texas to sell insurance through New York Life.

Trip Tribble: Allstate Insurance Trip Tribble: Allstate Insurance
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The Insurance Company with Horse Sense

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