Financial Services
Are you unsure where to start when creating your financial strategy? Rather than worry, set sail with ClearPath Financial. Together we will work to create a map and implement a financial strategy that you can be confident will guide you to your dream retirement destination.
Our Professional Services
Retirement Income Planning
Providing solutions for your income needs
Active Wealth Management
Strategic portfolio management for all growth needs
Life & Long-Term Care Insurance
Plan to protect you and your loves ones from the unexpected
Strategic Tax Planning
Strategic tax Planning to minimize tax exposure
Social Security Optimization
Collect your social security at the right time to maximize payments
Financial Risk Assessment
Determine if your risk is in line with your goals
Estate & Legal Plan Services
Work with our independent attorneys at a discounted rate
Fiduciary Adviser Services
Work with a registered fiduciary advisor, NOT an insurance only agent
ARE YOU READY TO SET SAIL ON A JOURNEY OF A LIFETIME?
To learn more about our investment and retirement solutions, contact us today to schedule a meeting or register for free educational workshop.