Dedicated to Stewarding Your Wealth Well
Retirement Planning that helps you enjoy real financial freedom.
As you approach retirement, you want to be
confident your investments are working for you
even in these uncertain times.
At Clear Money Path, your financial plan doesn’t have to be complicated. Our process is founded on timeless Biblical Principles that help you build wealth and meet your lifestyle goals.
There’s nothing worse than a financial salesman. As a Registered Investment Advisory firm (RIA), we are a fiduciary and legally bound to act in our client’s best interest. You’d think everyone would be held to that standard, but that’s not the case. Come see the difference.
We use the #1 planning tool in the industry to give you comprehensive projection, protection, and succession strategies. And the best part comes after we design your custom plan because you’ll have a super-easy online tool you can access 24/7 to brainstorm your favorite options for the future.
Peace of Mind
We’ve found that many people are intimidated by financial planning. Even though they may be very accomplished in other areas of life, it can be helpful to have professional and comprehensive plan to tie their financial world together. Design your financial plan with Clear Money Path, so you can stop worrying about your money and focus on making more memories with your family.
An Advisor Who Cares About Your Money And Your Values
You’ve done well with the time and talents God has given you. As you get ready for the next stage in life, it’s only natural to reflect on the fruit of that blessing.
That’s because you know financial stewardship doesn’t end at retirement. In fact, it only grows more complicated. If you want to really lift the stress off of your shoulders, you need someone with the expertise to protect and grow your assets.
But too often conventional advice leads to compromise. You end up paying too much and when you study your portfolio you feel like you have to check your values at the door.
At Clear Money Path, we don’t think you should have to choose between a comfortable retirement and your biblical convictions.
That’s why for over 30 years we’ve dedicated ourselves to helping our clients plan, invest and finish well. Because we understand it’s not just about saving money — it’s about creating and leaving a legacy you can be proud of.
100% Honesty. 100% of the Time.
After a lifetime of hard work, everyone should be able to enjoy the fruits of their labor. The freedom to do as they please and spend time with the ones they love.
But without an effective financial plan, that future isn’t so realistic.
Financial planning is about more than preparing for retirement. It’s about identifying what you really want from life and putting a plan together to achieve it.
Many people don’t know where to begin or they think it’s too late to start. Or they’re worried their money will be invested in companies that don’t share the same ideals or values.
We know what that’s like. That’s why we use a values-driven approach to financial planning, so you can feel financially confident without compromising your beliefs.
Schedule your free consultation today and let us show you what’s possible with a Clear Money Path.