The earlier you begin investing in your financial well being, the more opportunity you have to maximize both your portfolio, and more importantly, your lifestyle. At ClearPath, we start with you. Every person is different, and our approach to designing your investment portfolio is no different. We take a comprehensive, financial planning led approach so that we consider your unique circumstances and goals to develop a plan that is right for you.
As fiduciary advisors – we will always offer advice that is best for you. We commit to spend the necessary time to get to know you because you are more than just a risk tolerance questionnaire. Our portfolios are tailored to you and your needs with a bias towards risk management as we seek to grow assets over time.
Take your first step towards financial freedom by collaborating with ClearPath. Call us now (913) 696-1919 to speak to one of our financial experts.
We Can Help Grow Your Portfolio
Our team of fiduciary advisors and tax specialists will work together with you to help make the best decisions for your financial future.
When it comes to your financial future, ClearPath believes in meeting you where you are. Whether you are just starting out or nearing retirement, our asset management services will help make the most of your money and promote long-term stability to protect your financial well-being for many years to come.
At ClearPath, we create unique investment plans designed to grow and preserve your wealth. Our process often involves investing in balanced ETF based portfolios to take advantage of broad indices while avoiding the cost of mutual funds. Your assets are managed to grow over time while taking care to protect from wild market volatility, or the felt movement positive or negative, of an investment account. We will explain our recommendations in plain english and work together to grow wealth over time.
IRA / 401(k) Rollovers
A 401(k) is a great way to build wealth for your family. When changing jobs, these funds can be moved, tax-free, to your own individual retirement account. Often, this will allow you to take advantage of more investment options, diversify your investment portfolio, and consolidate accounts. You will have a CPA as part of your financial team to answer questions and recommend the right tax plan. The process is not too difficult, but ClearPath can help provide you with a number of rollover options so you can get the most out of your retirement benefits.
ClearPath will be your single point of contact for all aspects of the rollover process from guiding you through your investment choices, assisting you with all the paperwork, calling your former employer to help you with the rollover process, and monitoring the status of your transfer from start to finish. You have a dedicated team on your side.
Find Your ClearPath
At ClearPath, we will help you prepare for all the stages of life by putting your hard-earned assets to work. We know that financial planning is only one part, so we are here to guide you every step of the way to make sure that you are making informed decisions that will protect your financial investments and well-being for many years to come. We are ready when you are. Call us now at (913) 696-1919 to learn more about our professional wealth management services.