The best financial planners offer a long-term relationship, not just an occasional conversation and a handshake. ClearPath Financial Partners is your partner for the long haul. Our passion is to foster your financial best interests in the long term, starting with the planning stage and helping you through all of life’s joys, changes and challenges.
ClearPath has over 30 years of combined experience in helping Shrewsbury residents achieve their financial goals. We know every client is unique so we take the time to listen to our clients and create a custom strategy based on their aspirations and resources.
We want to know:
- What are your short and long-term priorities?
- What assets and liabilities do we start with and what can we expect in the future?
- Do you have specific goals (retirement, college savings, investing)?
- What is your tolerance for risk?
As fiduciaries, we are legally bound to put our clients’ interests first and we hold this trust and duty paramount. But ClearPath Financial Partners offers more than just financial planning. As part of our holistic approach to safeguarding your financial health, we can help guide you in other areas, including:
- Retirement Planning
- Tax Strategy
- Investment Management
- Estate Planning
We continuously monitor your investment portfolio and advise if a change of course seems prudent. By analyzing your potential tax liabilities and coordinating with your tax professional, we can also help ease your tax burden. Overall, our comprehensive approach helps you look forward to a comfortable retirement, pass on assets to your heirs, or accomplish other long-term financial goals.