Services

ClearPath Retirement Planning offers comprehensive financial planning and wealth management services tailored to meet the diverse needs of individuals and families. Their holistic approach integrates retirement planning, investment strategies, tax planning, and estate management, all designed to help clients build, protect, and transfer their wealth. With a focus on clarity and collaboration, they prioritize understanding each client’s unique goals to create personalized strategies that align with their financial aspirations. In addition to core financial services, ClearPath Retirement Planning provides specialized advice on business planning, charitable giving, and family legacy strategies. Whether you’re preparing for retirement, managing current investments, or planning your estate, their team strives to simplify complex financial decisions, empowering clients to feel confident in their financial futures.

We offer our services in both English and Spanish to best meet your needs.

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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.

Financial Services

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