General Info

At Clearpath we put ourselves in your shoes. We review your financial situation with you, offer solutions that make sense for you to achieve your financial goals and then work with you to implement them. We are with you every step of the way. We are committed to providing our clients with the best financial education on topics of importance in their lives. In addition, we will offer free workshops on a variety of services that will help them make the right decisions when planning for a safe, secure retirement, in areas such as Social Security, retirement income, estate planning, charitable giving and college financial planning.