Financial Services

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.

Prepare

Complete a complimentary meeting to discuss and identify the goals most important to you. Allowing us to prepare your financial map.

Navigate

Helping you implement the plan while continuing to navigate and course correct as life’s nautical winds often change without notice.

Embark

Build an income and legacy plan creating lasting treasures supporting your retirement life and those you love and support.

Our Professional Services

Retirement Income Planning

Retirement Income Planning

Providing solutions for your income needs

Active Wealth Management

Active Wealth Management

Strategic portfolio management for all growth needs

Life & Long-Term Care Insurance

Life & Long-Term Care Insurance

Plan to protect you and your loves ones from the unexpected

Strategic Tax Planning

Strategic Tax Planning

Strategic tax Planning to minimize tax exposure

Social Security Optimization

Social Security Optimization

Collect your social security at the right time to maximize payments

Financial Risk Assessment

Financial Risk Assessment

Determine if your risk is in line with your goals

Estate & Legal Plan Services

Estate & Legal Plan Services

Work with our independent attorneys at a discounted rate

Fiduciary Adviser Services

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.

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