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.
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.