Good financial planning involves a long-term relationship, not just a quick and occasional conversation. ClearPath Financial Partners is with you for the long haul. We look out for your financial best interests, starting with the planning stage and helping you through all of life’s joys, challenges and changes.
ClearPath has over 30 years of combined experience in helping Westborough residents achieve their financial goals. We know every client is unique so we create a custom strategy based on your 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?
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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 monitor your investment portfolio continuously and check in often if a change of course seems prudent. In addition, through smart asset allocation and coordination 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 and accomplish other long-term financial goals.