Our Services

As you go through our process, various product and service solutions may be recommended based on your situation, risk tolerance, and goals.

We generally begin with an analysis of your Financial Position by organizing your net worth, from there utilizing various strategies, techniques, and products we create an approach that helps to protect, grow, and distribute your net worth. Below are some of the tools, products, and resources we leverage while developing your strategy

Wealth &
Investment
Management

• Account Aggregation

• Managed Portfolio

• Municipal and Taxable Bond Portfolio

• Estate Planning Strategies

• Retirement Income Strategies

Insurance

• Life Insurance

• Disability Income Insurance

• Long Term Care Insurance

• Ownership Structure, Trusts

• Key Person Coverage

• Buy/Sell Funding

Tax Planning

• Business Ownership

• Non-Qualified Investment Planning

• Effects of Liquidation

• Tax Minimization Strategies

• Tax Deferral Methods

• Cost Basis Tracking and Analyzation

Estate Planning

• Asset Ownership

• Trust Funding

Neither Clear Path Financial, MML Investors Services, LLC, nor their representatives are authorized to provide legal or tax advice. Clients should work in conjunction with their estate planning attorney, tax attorney, and/or CPA for specific legal and tax advice.

For our BUSINESS CLIENTS, we advise them on all different  types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives and key employees.

Corporate Client Services

• Group Health (Inc. Dental, Vision)*

• Long Term Disability

• Life Insurance

• Supplemental Benefits

  • Short Term Disability

  • Cancer/Accident

• Qualified Plan’s (401k, 403b,  SEP IRA, SIMPLE IRA)

• Non-Qualified Plans (Deferred  Compensation etc.)

*Some health insurance products offered by unaffiliated insurers.