Transform your finances with our team-based 360º services.

Are you tired of trying to choose which professional is best for you when services aren't coordinated? ClearPath's team-based concept is your answer for a simpler, clearer financial life. We offer a comprehensive array of coordinated services designed to streamline your finances, providing efficiency and convenience every step of the way, all under one roof.

As state and federal tax codes change continually, navigating the system becomes increasingly difficult for individuals and businesses without expert help. At ClearPath, our focus is on leading with tax expertise. We guide you through the entire taxation process, designed to help minimize your tax burden while ensuring transparency with the IRS and state authorities.

Here, we take a tax-first approach. We meticulously review your income tax return to identify and correct potential errors commonly flagged by the IRS. For a fee, we offer tips on managing payroll withholding to maximize your income year-round. Our tax professionals identify tax benefits and deductions to reduce future tax liabilities. Additionally, we provide fast and efficient electronic tax filing for quicker applications and refunds. 

Our tax services include:

• Preparing and filing federal, state, and local taxes.
• Coordinating tax-efficient investment strategies.
• Recommending tax-efficient gifting strategies.
• Resolving past tax filings to correct errors.
• Filing past due tax returns.
• Advising on tax relief plans.
• Providing tax planning strategies.
  

As a small business owner, managing daily operations is already stressful without the added burden of accounting and tax paperwork. Hiring a tax advisor like ClearPath to handle your finances allows you to focus on running your business.

At ClearPath, we help businesses grow through efficient tax planning and accounting services. Whether you need business insights, help cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or business coaching, our team has you covered. Our experience, resources, and attention to detail are designed to unburden your business operations. We work with you to establish short and long-term strategies for growth and profitability.

Our small business services include: 

• QuickBooks services.
• Payroll + accounting services.
• Strategic business recommendations.
• Nonprofit business consultation.
• Business continuation and exit strategies.
• Cash balance plans.
• 401(k)s.
• Investments.
• IRA rollovers.
  

The earlier you begin investment management, the more opportunities you have to maximize your portfolio and, more importantly, your lifestyle. At ClearPath, we focus on you. Each person is unique, and our approach that offers tax-efficient money management and considers your unique circumstances and goals to develop the right investment recommendations for you.

As financial advisors, we always offer advice that is in your best interest. We take the time to get to know you beyond just a risk tolerance questionnaire. Our portfolios are tailored to your needs, with a strong emphasis on risk management to help grow your assets over time.

Our investment planning services include:

• Investments.
• 401(k)s.
• IRA rollovers.
  

Death can have both emotional and financial consequences for your spouse and family. The primary goal of life insurance is to replace your income in the event of your untimely death, ensuring your beneficiaries can continue covering living expenses. Choosing the right life insurance policy can be intimidating, but ClearPath is here to help you select the right coverage to help stabilize your family's future.

Protection strategies extend beyond life insurance and can be helpful in retirement and with long-term care needs. We can help you create a comprehensive strategy for making your retirement income sources last a lifetime without downside market risk with the use of annuities. Long-term care insurance can help ensure access to needed care in the event of a long-term health condition. 

Our protection strategy services include:

• Life insurance.
• Annuities.
• Disability insurance.
  

Creating a legacy plan benefits you personally and offers financial stability for your family and charitable causes after you’re gone. Legacy planning isn’t just for the wealthy—whether your estate is modest or considerable, it’s essential to inventory your assets and plan to protect your beneficiaries’ financial well-being.

ClearPath’s advisors help you identify a legacy plan that ties in with your overall financial plan while working with CPAs and attorneys to cover tax and legal implications, as well as make sure all legal documents such as such as trusts, wills, and power of attorney are in place. Our goal is to ensure your wealth and assets are fully protected with the best financial, insurance legal tools available.

Our legacy planning services include:

• IRA legacy planning.
• Life insurance options.
• Beneficiary updates.
• Legacy tax planning.
• Will creation with partner attorneys.
• Estate planning with partner attorneys.
  

Financial and retirement planning are essential for achieving your long-term goals and ensuring financial stability. At ClearPath, we understand every individual has unique needs and aspirations. Our approach is personalized, considering your specific circumstances, goals, risk tolerance, unique tax situation and time horizons. By creating a customized financial plan, we help you navigate life's financial challenges and opportunities with improved confidence.

We work closely with you to develop a holistic financial plan that addresses all aspects of your financial life, from budgeting and saving to investing and retirement planning. With ClearPath, you gain a trusted partner dedicated to helping you achieve success.

Our financial planning services include:

• Tax planning and efficiencies.
• Long and short-term goals planning.
• Budgeting and debt management.
• Investment strategies.
• Retirement strategies.
• Legacy planning.
  

Schedule your no-obligation appointment today let the dedicated professionals at ClearPath coordinate your financial life. 

Let our expertise work for you.