Professional financial planning and advisory services tailored to your unique goals. Let our expert team guide you toward financial independence and peace of mind.
Get Your Free ConsultationAt ClearPath Finance, we believe that everyone deserves a clear path to financial success. Our team of certified financial planners brings over 50 years of combined experience in helping individuals and families achieve their financial dreams.
We specialize in comprehensive financial planning that goes beyond simple investment advice. Our holistic approach considers your entire financial picture, including retirement planning, tax optimization, estate planning, and risk management.
What sets us apart is our commitment to transparency, personalized service, and long-term relationships. We take the time to understand your unique situation, goals, and concerns, then develop customized strategies that evolve with your changing needs.
Our Mission: To provide clear, actionable financial guidance that empowers our clients to make informed decisions and build lasting wealth.
Complete analysis of your financial situation with personalized strategies for achieving your short and long-term goals.
Professional portfolio management with diversified investment strategies tailored to your risk tolerance and objectives.
Strategic retirement planning to ensure you can maintain your desired lifestyle throughout your golden years.
Comprehensive insurance analysis and estate planning to protect your family and assets from unexpected events.
Strategic tax planning to minimize your tax burden while maximizing your investment returns and savings.
College savings strategies and education funding solutions to secure your children's educational future.
Our team holds advanced certifications including CFP®, CFA®, and ChFC® designations, ensuring you receive the highest level of professional guidance.
No cookie-cutter solutions. Every financial plan is customized to your unique circumstances, goals, and risk tolerance.
We're here for you beyond the initial planning. Regular reviews and adjustments ensure your plan stays on track as life changes.
Clear, upfront pricing with no hidden fees. You'll always know exactly what you're paying for and why.
We're legally bound to act in your best interest at all times, providing unbiased advice that puts your needs first.
Access your financial information 24/7 through our secure client portal and mobile app for real-time portfolio monitoring.
Phone: +1 (312) 555-7892
Email: [email protected]
Address:
425 North Michigan Avenue, Suite 1800
Chicago, IL 60611
United States
Business Hours:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment only
Sunday: Closed