ClearPath Retirement Planning Process

Step 1:  

Review your income, investment, tax, and legacy plan to determine if improvements are needed. 

Step 2:  

Provide a high-level blueprint designed to help improve your planning and get it on track. Establish accounts for you and perform rollovers.  

Step 3: 

We walk you through the specific investments selected for your plan and explain exactly why each belongs there. 

Then we begin construction, putting the pieces of your Fiscal House in place, one layer at a time. 

Step 4:  

Your plan is complete. We sit down together, walk through everything, and answer any remaining questions.

For a lot of people, this is the first time they've felt genuinely clear about what retirement looks like.

Step 5:
 

Retirement isn't a set-it-and-forget-it event. We meet with you every year to review your progress, discuss any changes to your goals or situation, and adjust the plan accordingly.

We also review your tax return annually to help ensure your strategy remains tax-efficient and that you're not leaving any opportunities on the table.

 Our team is available when you have questions. Our newsletter keeps you informed on topics that matter to your retirement and your life. 

 We host client events throughout the year, giving a chance to connect, have fun, and feel appreciated as part of the ClearPath family 

 We host educational workshops and seminars on retirement income, taxes, and Social Security throughout the year. 

 Annual Fiscal House reviews, investment updates, and quarterly portfolio check-ins so you always know where you stand.