Your partners for Tax & Financial Planning
Discover team-based, seamless tax prep, planning strategies, and financial planning with ClearPath. Book an appointment today.
With ClearPath, it’s taxes first.
At ClearPath, we understand navigating the complexities of taxes, investments, and financial planning can be daunting. Unlike traditional financial advisors, we look at taxes first, and then seamlessly integrate those strategies with your investment and insurance plans to help maximize your financial outcomes. Tax efficiency is an important part of your financial wellbeing, which is why taxes-first is our foundation. Achieve financial clarity with us—the convenient, collaborative choice.
Who we are
This is the place where collaboration and convenience lead to clarity.
We know taxes can be a significant burden. As a tax and accounting firm, we understand the importance of financial planning and prioritize helping you keep more of your hard-earned money. Our unique approach starts with addressing your tax concerns and expands to addressing your broader financial challenges.
Experience the ClearPath difference where taxes lead the conversation. Let’s discuss how our services could help you.
Our approach aims to bridge financial gaps.
Here, your tax, financial, investment and insurance professionals work together under one roof.
We offer 360º financial planning.
We don’t make you choose between taxes, investments, or risk management. We create holistic financial plans that incorporate all aspects of your financial life.
Business owners benefit from specialized strategies.
We can help identify diversification strategies designed to protect and grow businesses as well as potentially offset taxes. We can also help with qualified plans, deferred income, cash balance plans, accounting and payroll, business continuation strategies, and exit strategies.
We are fiduciary advisors.
We’re committed to always acting in your best interest. Everything we do serves you and your bottom line.
How we're different
Realize your financial ambitions.
Our mission is to guide individuals and business owners in making informed financial decisions to grow and protect their assets, with tax efficiencies leading the conversation—and the implemented strategies.
Your financial well-being is our highest priority. ClearPath’s dedicated team collaborates closely with you, listens to your financial goals, and takes strategic steps to help you achieve success with our integrated services.
Tax Planning, Preparation & Resolution Services
Mitigate tax so you only pay your fair share and stay as tax-efficient as possible.
Investment Management
Manage investments according to your risk tolerance, time horizons and goals.
Protection Strategies
Protect and preserve your wealth with insurance strategies.
Legacy Planning
Leave a meaningful legacy for loved ones and charitable causes.
Small-Business Services
Implement diversification strategies designed to protect and grow your business and potentially offset taxes.
Financial + Retirement Planning
Create an overarching plan for all areas of your financial life.
Simplify your business and personal financial life: Save time, energy and resources all with one team.
At ClearPath, we serve businesses, individuals, families and retirees in the Kansas City area and beyond who want integrated, well-rounded tax and financial services from one firm. We are set up to save you time, energy and resources as your tax, insurance, and investment strategies work harmoniously toward your goals.
Cory Lagerstrom
Director of Wealth Management
Kyle P. Nagy
Director of Tax Strategy, CVA®
Tim Lanz
Director of Operations
Keith Hanson
Advisor
We know taxes can be a significant burden, and as a tax and accounting firm that incorporates financial planning for those who need it, we prioritize helping you keep more of your hard-earned money. Our unique approach starts with addressing your tax concerns and expands to addressing your broader financial challenges.
This is the place where collaboration and convenience lead to clarity.
- Our approach aims to bridge financial gaps.
Here, your tax, financial, investment and insurance professionals work together under one roof.
- We offer 360º financial planning.
We don’t make you choose between taxes, investments, or insurance. We create holistic financial plans that incorporate all aspects of your financial life.
- Business owners benefit from specialized strategies.
We can help identify diversification strategies to protect and grow businesses as well as potentially offset taxes through strategies including 401k’s, profit sharing plans and cash balance plans. We can also help with qualified plans, accounting and payroll, business continuation strategies, and exit strategies.
- We are fiduciary advisors. We’re committed to always acting in your best interest. Everything we do serves you and your bottom line.
Experience the ClearPath difference where taxes lead the conversation.
Let’s discuss how our services could help you.
Want to learn more?
Check out our informative guides to learn more about strategies related to finance and taxes. Then, set up an appointment to gain insight into your financial situation and craft custom strategies to help reach your goals.
Contact Us
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Lee's Summit Office
206A SE 2nd St., Lee’s Summit, MO 64063
816.525.4975 | info@clearpath.email
Saint Joseph Office
3715 Beck Road, #B203, St. Joseph, MO 64506
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory.
“ClearPath” is the brand name under which ClearPath Financial Group, LLC, ClearPath Tax & Accounting, LLC, ClearPath Tax & Accounting II, LLC, ClearPath Wealth Management and ClearPath Consulting & Insurance, LLC provide professional services.
ClearPath Financial Group, LLC, ClearPath Tax & Accounting , LLC , and ClearPath Tax & Accounting II, LLC are not licensed CPA firms and practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. KPN Enterprises, LLC is a licensed CPA firm that provides attest services to its clients. ClearPath Wealth Management is a Registered Investment Adviser. Its representatives comply with the filing requirements of the states where it maintains clients.
ClearPath Wealth Management LC is a Registered Investment Advisor headquartered in Overland Park, Kansas. ClearPath Wealth Management LC and its representatives comply with the filing requirements of the states where it maintains clients. ClearPath Wealth Management LC may only transact business in states where it is appropriately registered or qualifies for an exemption or exclusion from registration requirements.
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