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WHERE THE PATH TO YOUR FINANCIAL FREEDOM BEGINS
Our team serves families from all walks of life throughout the southern California region create a custom map leading to the retirement of their dreams.
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#1 NATIONAL BESTSELLER
NAVIGATING YOUR RETIREMENT
How to Establish a Clear Path to Your Dream Retirement
Matthew Sherman
ClearPath Financial President and Retirement Income Planner
National Best Selling Author
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
WITH ALL THE CHANGES TO TAXES, HOW WILL YOUR RETIREMENT BE AFFECTED?
Through this 10 page download, discover the observations of a Washington political observer and learn:
How Trump tax change could affect your portfolio today and in the future
Methods to protect your retirement portfolio today and in the future
Different ways to ensure you retain as much of your hard earned money as possible by avoiding overpayment in tax
Download
LOOKING FOR MORE INFORMATION?
Attend an event. We have created events to meet your needs. Live events short segments designed to answer basic questions. Seminars which develop into strategies designed to help you along your path.
Upcoming Events
MEET OUR TEAM
Learn how we guide families, couples and individuals to their ideal retirement.
Meet our Founder
We take a fiduciary approach assessing your current financial situation with honesty, integrity and full transparency. We work to highlight the ideal path for you.
Meet Our Founder
Offered Services
Once we understand where you currently are on your financial journey relative to your where you want to be, together, we create a custom map guiding you to your dream retirement.
Offered Services