fiduciary – from Latin fiducias “trust”
Your financial planning advisor helps you manage your financial decisions but a true fiduciary relationship involves so much more. At ClearPath Financial Partners we know that our clients in Northborough trust us with their most important assets and dreams. We strive to earn and strengthen that trust.
With over 30 years of combined experience, the ClearPath partners use a collaborative approach to help you plan, anticipate and act to meet your financial goals. From today’s strategic plan to tomorrow’s adaptations in changing circumstances, we’re with you at every step to help you make the best decisions.
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Financial Planning
We provide a comprehensive 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 strategy planning give you unparalleled control and adaptability for your accounts. Meanwhile, we give you 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 and protect your investments.
Retirement Planning
Your retirement goals inform our wealth 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.