At ClearPath Financial Partners, our passion is to help you pursue the financial path that best meets your long-term goals. Our clients place great trust in our guidance and we devote our business to honoring that trust.
Our approach to every client we serve in Southborough is as unique as that client’s needs. Through in-depth conversations, we learn what you want and help you develop your specific financial goals. Using a detailed analysis of your finances, we craft a personalized strategy to develop an action plan. Meanwhile, we’re with you into the future, providing regular feedback and advice for adapting to changing financial circumstances.
ClearPath Financial Partners has the expertise and flexibility to provide guidance on a wide array of investment and wealth management scenarios, including:
We help you develop and work toward the retirement goals you want. We evaluate your cash flow projections, Social Security, pension, IRAs and other accounts to produce strategies for building and safeguarding your nest egg.
ClearPath can assess all of your portfolios, accounts and other investments and advise you on the best way to grow your assets. Based on your personal goals and risk tolerance, we develop a customized investment strategy and provide oversight in the long term so you can adjust and reallocate resources in changing conditions.
From maintaining your estate in the short term to helping you pass it on to future generations, ClearPath Financial Partners can advise on all aspects of your financial legacy. We listen to your concerns and help you look after your estate for your children or your charitable ambitions.