A fiduciary (from Latin fiducias “trust”) who safeguards your financial well-being is so much more than a money manager. At ClearPath Financial Partners we know that our clients in Hopkinton trust us with their most important assets and dreams. We strive to earn and strengthen that trust.
With over 30 years of collective experience, the ClearPath partners use a collaborative approach to help you plan and realize your financial goals. From our first consultation to our ongoing shepherding of your portfolio, we’re with you at every step to help you make the best decisions.
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Financial Planning
We offer a thorough analysis of your current and expected assets, income and liabilities, looking ahead with an eye to your future goals and challenges.
Investment Management
Our dynamic oversight and portfolio evaluations give you unparalleled control and adaptability for your accounts. Meanwhile, we provide you with a comprehensive strategic plan to go with pinpoint access to all your mutual funds, annuities, securities and other investment vehicles.
Tax Strategy
We coordinate projections and strategies with your tax professionals to optimize your annual filings, reduce year-end liabilities, and protect your investments.
Retirement Planning
Your retirement goals inform our management approach. Using cash flow projections, distribution schedules and other tools, we develop a custom retirement strategy to help you ensure your long-term security.
Estate Planning
From estate conservation to risk management to charitable giving, we help you protect your legacy as you see fit.