ClearPath Retirement Planning, LLC

Are you asking yourself questions like these?

At ClearPath Retirement Planning, we offer expert retirement income planning and financial advisory services to help pre-retirees and retirees find clear, confident answers and enter retirement with peace of mind.

Have I truly saved enough for the retirement I want?
Will my income be sufficient to support my lifestyle after I stop working?
What happens to my plan if the market declines significantly?
Could I handle an unexpected healthcare or long-term care expense?
Am I paying more in taxes than I need to in retirement?
Do I have the right estate plan and documents to pass on my wealth correctly?

Start Your 15-minute ClearPath Retirement Review

The rules change when you stop saving and start spending

The advisor who helped you build your savings may not be the right one to help you live off them.

Your family doctor handles your checkups. But when you need heart surgery, you see a specialist — not because anything was wrong with your doctor. Simply put, your need changed.

It's the same with your money.

If that feels disloyal to admit, that's worth noticing. It means you had a good relationship with your advisor that helped you grow your assets, and that says something good about both of you.

But loyalty to someone who helped you get here doesn't mean they're the one qualified to take you through what's next.

The advisor who built your savings did that job well. Retirement income planning is just a different specialty.

We do that one.

One Place for Retirement Planning, Not Five

Most people head into retirement juggling five different people - someone for investments, someone else for taxes, another for a will or trust, and a lot of guesswork on Medicare.

We're a local, veteran-owned team right here in Greenville, SC, and we'd rather sit down with you (in person or virtually), eye to eye, and cover every base - income planning, tax planning and preparation, estate planning (yes, we build your trust for you, too), and Medicare - under one roof.

You won't be another file folder to us; expect to be treated like you're our only client, even though we serve many.

Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.

You built the wealth. Now let's build the plan that protects it.

The moves that grew your money aren't the same moves that protect it. We sit down, look at the whole picture - your income, your taxes, your investments, your legacy- and build the plan for this next stage of life, not the last stage.

ClearPath Retirement Planning, LLC

Are you asking yourself questions like these?

The rules change when you stop saving and start spending

Ready to take the next step?

One Place for Retirement Planning, Not Five

Discover What Makes ClearPath Retirement Special

ClearPath Retirement Planning, LLC

Hours

Have Questions? Contact us Today

You built the wealth. Now let's build the plan that protects it.

The moves that grew your money aren't the same moves that protect it. We sit down, look at the whole picture - your income, your taxes, your investments, your legacy- and build the plan for this next stage of life, not the last stage.

ClearPath Retirement Planning, LLC

Are you asking yourself questions like these?

The rules change when you stop saving and start spending

Ready to take the next step?

One Place for Retirement Planning, Not Five

Discover What Makes ClearPath Retirement Special

ClearPath Retirement Planning, LLC

Hours

Have Questions? Contact us Today

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