Grow & Protect Your Wealth | Matthew Sherman, ClearPath Financial

TAKE THE FIRST STEPS ON YOUR JOURNEY

1. REVEAL

What the retirement you want looks like. By working with one of our retirement professionals, you will explore a variety of suitable options

2. DETERMINE

Exactly where you currently are on your financial journey and learn what resources you will need to live your retirement dream

3. FORGE

Ahead with your journey. We will create a custom map for you which will guide you along the path through retirement and beyond

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LOOKING FOR MORE INFORMATION?

Our first priority is helping you care of yourself and your family. We want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Our Services

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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ARE YOU READY TO SET SAIL ON A JOURNEY OF A LIFETIME?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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