Wealth Management Services
Our service offering provides a comprehensive suite of financial planning and investment management strategies designed around your needs.
Wealth Management Services Designed With You in Mind
Our comprehensive approach to financial planning takes into account every aspect of your financial life. Our planning process goes beyond identifying your goals and investments, including a thorough review of your tax situation, estate plan, and risk management needs. Once your plan is in place, we will periodically review your plan so you'll always know where you stand.
Retirement is a huge step and it's important to avoid costly mistakes during the critical period leading up to and throughout your retirement. We will help you determine your lifetime income needs, optimize your Social Security claiming strategy, and align your portfolio with your long-term goals while seeking to mitigate risks to your assets throughout your retirement.
When it comes to helping you manage your investments, we meet you where you are. Our investment recommendations weigh every facet of your situation, including often overlooked issues like embedded taxable gains and your preference for investment types. We construct portfolios tailored to your situation with an eye on simplicity and tax efficiency.
Retirement Plan Management
Not all retirement plans are created equal. Many business owners are weighed down by retirement plans charging excessive fees with lackluster investment options. We work with you to design and implement a retirement plan tailored to your situation with an eye on cost-effectiveness while strengthening your position as a plan fiduciary.
Insurance and Risk Management Strategies
There is more to managing risk than simply creating a diversified portfolio aligned with your goals. Prudent risk management helps you identify potential pitfalls in your current situation while using the simplest, most cost-effective approach to addressing the risks relevant to your situation.
Long-Term Care Planning
Long-term care insurance can be prohibitively costly, leaving many retirees with a large, unmanaged risk in their financial plan. Fortunately, new options to help you effectively plan for future long-term care needs without breaking the bank. We can help you clarify your long-term care needs and identify strategies to address them in your retirement plan.
Request Your Complimentary Portfolio Review Today
Do you have a question about your investments or financial plan? Please fill out the form below and we will be in touch as soon as possible.
When you work with the Clear Path Wealth Management Group, you can have confidence that our guidance is designed around your needs and informed by decades of meaningful experience.
Contact us today for your complimentary portfolio review.