What We Can Do For You
Clear Path Financial’s top priority is helping individuals, families, and businesses reach and exceed their financial goals. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We take a holistic approach to each client of our firm
Most of our clients look to us to help coordinate all aspects of their financial lives, including retirement planning, wealth management, risk management, estate planning, insurance, children’s college education, etc.
Our strategies first look to PROTECT, then ACCUMULATE, and finally DISTRIBUTE
We offer a financial needs analysis through our team of experienced professionals in seven specific areas
Financial Planning
Advisory Services
Wealth Management
Retirement Analysis and Programs
Estate Planning and Conservation
Risk Protection
Trust Services*
Our practice offers an array of different products and services to integrate within our custom designed strategies
*Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).