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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.

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