Our advisors focus on understanding your unique goals and providing financial strategies tailored to help you build confidence and clarity in your retirement journey.
At ClearPath Retirement, our team of financial advisors is dedicated to helping individuals and families navigate their retirement journey. We’re committed to understanding your unique goals and creating strategies tailored to meet your needs.
By combining expertise in investment and insurance planning with clear communication and regular collaboration, we ensure your plan evolves with your changing circumstances. We’re able to review your goals and plan in English or Spanish.
Our mission is to treat every client like family, providing guidance and solutions designed to help you feel confident in your financial decisions. Learn more about the team that’s here to support your retirement aspirations every step of the way.
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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.
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Big news!!!
Stewart Smith Financial is now
ClearPath Retirement Planning, LLC.
After years of growth—adding team members, expanding services, and deepening the work we do with families—it felt like the right time to choose a name that reflects who we've become.
We're grateful to keep serving you—now with a name that truly reflects the path we're walking together.