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Retirement

Planning

We begin by understanding what retirement means to you, then strategize for the long-term to ensure you accomplish your goals without depleting your resources. This includes reviewing, monitoring, advising, and actively managing your held-away retirement accounts like 401K, 403b, employer-sponsored plans, and other pension plan assets on your behalf.

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We specialize in crafting customized retirement income strategies. We consider what retirement means to you and strategize for the long term to ensure your goals are fully met. Our team will work closely with you to develop a customized retirement income strategy that provides safe and secure current income throughout your golden years.

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With our expertise in Social Security optimization, tax-efficient strategies, and holistic planning approach, we aim to create a roadmap for your retirement journey.

 

We actively manage your 401(k), 403(b), and other pension plan assets to ensure seamless coordination with the rest of your portfolio, creating a cohesive strategy.

At ClearPath Investment, we are committed to providing personalized guidance tailored specifically for you – ensuring that you have a solid foundation for a fulfilling and financially secure future.

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Introductory Consultation

Book a complimentary 1 hour chat with an experienced financial professional.

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1963 Orchard Mist St.
Las Vegas, NV 89135

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© 2023 ClearPath Investment. All Rights Reserved.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of ClearPath Investment, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by ClearPath Investment, LLC an Investment Advisor in the State of Nevada. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nevada or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by ClearPath Investment, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither ClearPath Investment, LLC, nor any agency, officer, or employee of the ClearPath Investment, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

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