At ClearPath Retirement Planning, we believe the right guidance is the difference between worry and retiring with confidence.

That’s why we always start with a comprehensive retirement plan that considers all your assets before we ever discuss specific products or investments.

Our planning-first approach helps pre-retirees and retirees across Greenville, Columbia, and the Upstate SC area navigate the critical first 5 years of retirement with clarity and confidence.

Income Planning — building a reliable retirement income strategy that lasts
Investment Planning — retirement-focused portfolio management for the distribution phase
Tax Planning — Roth conversions, withdrawal strategies and minimizing taxes in retirement
Healthcare Planning — Medicare, long-term care and healthcare cost modeling
Legacy & Estate Planning — protecting and passing on what you've built

Services available in English and Spanish.

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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.

At ClearPath Retirement Planning, we believe the right guidance is the difference between worry and retiring with confidence.

Retirement Planning Services Built Around Your Life...Not a Product

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