ClearPath Wealth Strategies | Frisco, TX

Control Your Financial Future

Before, during and
after career transition

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A Career Transition Can Be Tough…

Sometimes the way ahead is unclear and filled with uncertainty.

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.

Why We Chose to Serve the Job Seeker Community

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—

The True Cost of Forgotten 401(k)

Change has always been part of building a career.
Financial uncertainty doesn’t have to be.

Schedule a Meeting

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. ^

*Source: Bureau of Labor Statistics, U.S. Department of Labor, January 4, 2022 and Bloomberg January 7, 2022
^Source: Bureau of Labor Statistics, U.S. Department of Labor, August 31, 2021
#Source: Capitalize Research, Published on June 2, 2021

Our Services

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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Our Process

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.

Benefits of Working
with ClearPath

  • Signs post icon Simplified personal guidance that makes it easy for you to invest wisely and effectively
  • Diverse investment opportunities
  • diagram project icon A flexible strategy that adjusts as your needs and the market change
  • magifying glass icon Opportunities to monitor old 401(k) accounts as part of your strategy
  • radar icon No minimum investment requirements and no hidden fees

Our Core Values

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Faith

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Equality

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Community

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Service

Smooth & Easy Process!

“Trevor and Mark clearly communicated my investment options and made the rollover process smooth and easy. They have been available to meet since then whenever I have requested.”

Diane Bednar headshot Diane Bednar

An easy process during a stressful time!

“Trevor, Mark, and team were fantastic to work with as someone in a career transition. They helped me review my current needs, investment options, and future goals to build a plan for me that made complete sense.

I can't thank them enough for the support and for making this an easy process during a stressful time!”

Jennifer Mangold headshot Jennifer Mangold

Education, Tools & Informed Decisions!

“I have had the pleasure to work with Trevor for almost 10 years. Trevor is not just a professional in financial investing, but an educator who provides the tools needed for his clients to make informed decisions.”

Kathleen Cappasola headshot Kathleen Cappasola

Team that shows a genuine passion!

“ClearPath Wealth Strategies is a highly ethical team that shows a genuine passion, Curiosity, and financial acumen. They are refreshingly personal with a holistic approach to identifying objectives and then building a comprehensive plan. I always experience excellent communication, accessibility, and transparency that evokes complete trust and confidence. ”

Kathleen Cappasola headshot David Murray

Smooth & Easy Process!

“Trevor and Mark clearly communicated my investment options and made the rollover process smooth and easy. They have been available to meet since then whenever I have requested.”

Diane Bednar headshot Diane Bednar

Financial Peace!

“As many people do, I only contributed to my 401K through the years but did little to truly guide my financial future and develop a wise detailed strategy.

Choosing to trust ClearPath Wealth Strategies with all my assets is the best financial decision I've made since the divorce in 2012. I feel at peace about partnering with your team to make great things happen!”

Diane Bednar headshot Kevin McNeill

Location and Contact

Let's Meet

2600 Network Blvd Suite 130
Frisco, TX 75034

Let's Connect

Where We Do Business

Our office is headquartered in Frisco, TX, but we're happy to serve clients virtually. Reach out to see how we may be of service to you.

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