What We Do
Your goals are unique. Your plan should be, too.
We take a personalized approach to help pursue your unique financial goals.
No life goal is too big or too small, too simple or too complex.
We’ll provide customized advice and solutions that are in your best interest.
No matter where you are in your life — new to the workforce, starting a family, in your big earning years or nearing retirement — a relationship with an experienced financial planner can help give you the confidence to achieve your aspirations.
Establish a Foundation
Organize your everyday finances, eliminate debt and create a strong financial foundation.
Help Manage Risks
Seek to protect your income sources and plan for risks that could undermine your goals, such as: inflation, medical costs, job loss, disability or untimely death.
Growth Potential Over Time
Implement saving and investment strategies to help you achieve your goals.
- Wealth Accumulation
- Education Funding
- Investment Management
- Retirement Planning
Pursue Your Aspirations
Impact your family, friends, and community in a way you dream about.
- Transitions and Wealth Distribution
- Estate Planning Strategies
- Charitable Giving
How ClearPath Can Work With You
Customized, Non-Product Specific Advice as a Financial Planner
Comprehensive in-depth analysis of some or all of the following areas:
- Net Worth and Cash Flow
- Risk Management
- Investment Planning & Allocation
- Income Tax Planning Strategies
- Risk Management
- Retirement Planning
- Income Tax Planning Strategies
- Estate Planning Strategies
Relationship Based
Meet as necessary to help ensure that you understand your financial plan
As an Investment Advisory Representative
Characteristics:
- Asset Allocation and Rebalancing
- Thorough Risk Management
- Portfolio Enhancement
- Tax Planning Strategies
Frequency:
Quarterly or Annual reviews relevant to platform chosen and client preference
Cost:
Quarterly fees based on platform chosen and account size
As a Financial Professional
Characteristics:
- Provide products and high level single needs analysis
Frequency:
Annual review of account performance and contact for issues related to your accounts
Cost:
Commissions earned on product / investment sales
Get the personalized guidance and support you deserve.
Our collaborative approach to financial planning coupled with the latest technology is designed to help you feel confident in your financial future – and provide transparency every step of the way.
We’ll work together to create an actionable plan and track progress toward reaching your goals.
1. Discover
- Understand what is most important to you
- Share how we can work together to help achieve your goals
- Collect necessary information to begin an assessment of your current financial situation
- Organize your financial picture leveraging our modern technology
2. Analyze
- Complete an analysis and strategize on options to pursue your goals
- Collaborate with trusted advisors like your accountant or tax professional
- Leverage our team of specialists, resources and tools
- Design solutions that work best for you
3. Act
- Present recommendations and prioritize your options
- Create an action plan to help empower your decision making
- Agree on next steps to start your journey to a successful financial future
- Implement the solutions and provide customized guidance that is in your best interest*
4. Evolve
- Meet regularly to check on your progress toward reaching your goals
- Adjust your plan as your life and priorities change
- Continue this process through an ongoing relationship
Call us today to get started. Our conversations may focus on these financial topics:
Asset Protection and Risk Management:
- Life insurance
- Disability Income Insurance*
- Long-Term Care Insurance*
Investment and Retirement Planning Needs:
- Annuities
- IRAs and Educational IRAs
- Mutual Funds
- Managed Money Accounts
- SIMPLE IRAs and 401(k)s
Business Planning Needs
- Business Continuation Funding
- Executive Compensation Funding
- Key Person Insurance
- Non-Qualified Deferred Compensation
- Group Benefits
*Availability varies by carrier and state.