top of page



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.

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.

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.


Introductory Consultation

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

bottom of page