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You may be wondering…

  • How long will the search take?

  • How much of my savings will I have to use?

  • How should I take my severance?

  • What happens to my insurance benefits?

  • What to do with my 401(k), 403(b), pension plans?

At ClearPath, we’re here to empower you to take control of your financial situation before, during and after a career transition. We’ll show you how to handle your old 401(k), give you guidance about the options you have, help you minimize the financial impact of your career gap, and develop a strategy to rebuild your savings.

Then, once you land your new job, we’ll shift our focus to a long-term strategy that helps you be financially strong through every season of your career and life.

Most financial professionals target the affluent; doctors, lawyers, business owners & high net
worth individuals.

Years ago, we attended a networking event for professionals in career transition. We saw people hurting & decided to do something about it. We met people who were passionate, hard-working, and intelligent—but were also frustrated, afraid, and in need of clarity.

The more we talked and helped people through their transition the more we knew it was what we
wanted to focus on.

“At the end it’s not about what you have or even what you’ve accomplished. It’s about who you’ve lifted up, who you’ve made better. It’s about what you’ve given back.”

—Denzel Washington—

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4.5 Million Americans Quit

2021 ushered in the
“Great Resignation.”

4.5 million Americans quit their jobs and the U.S. economy added a record 6.4 million jobs in 2021.*

$1.35 Trillion Forgotten

Just how big is the forgotten
401(k) problem?

A neglected 401(k) may carry the risk of higher fees and poorly allocated investments with the potential to cost an individual almost $700,000 throughout their lifetime.#

12 Jobs Held

Younger baby boomers held an average of 12 jobs from the age of 18 to 54.

That could mean 12 or more workplace retirement accounts making your retirement harder to track, manage or even worse… You could forget where it is all together. ^

ClearPath Wealth Strategies provides individuals, businesses, and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

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I. Discover

We will meet to learn about you and your entire financial picture before making any recommendations.

II. Design

After we understand the things that are important to you, we will be able to provide you with a customized strategy so that you can focus on the things that are important to you.

III. Deliver

We know the need for clarity does not end after our initial meetings. We will service and plan with you for all life’s moments, both the expected and unexpected.

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Simplified personal guidance that makes it easy for you to invest wisely and effectively

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Diverse investment opportunities

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A flexible strategy that adjusts as your needs and the market change

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Opportunities to monitor old 401(k) accounts as part of your strategy

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No minimum investment requirements and no hidden fees

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FAITH

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EQUALITY

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COMMUNITY

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SERVICE

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Diane Bednar
Five Review Stars

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LET'S MEET

2600 Network Blvd Suite 130
Frisco, TX 75034

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LET'S CONNECT

Ready to Get Started?

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CONTACT US

2600 Network Blvd Suite 130
Frisco, TX 75034

Call Us: 972.377.5214
Email Mark: mark@clearpathwealthstrategies.com
Email Trevor: trevor@clearpathwealthstrategies.com