Our ClearPath to Retirement Process
Thank you for your interest in working with ClearPath Wealth Advisors!
We’re excited that you’ve chosen us to help you find your ClearPath to Retirement. This process is proven to remove many of the obstacles and challenges that may interfere with the retirement you deserve. Our five-step process is meant to understand who your are, what you have and what you want, so that you will be walking with confidence to and through the retirement you have planned for.
OUR PROCESS
INVESTMENT MANAGEMENT
INCOME PLANNING
ASSET PLACEMENT
Connect
A 15 minute call or Zoom meeting to answer your questions and see if there is a need to move forward in our process. Let’s take this opportunity to get to know each other and determine if we’re the right fit for each other!
Learn
Learn about your current situation. This is the time to bring your statements, holdings, documents and wish list ideas you want to incorporate into your future. We’ll be asking more about you so that we can understand who you are.
Educate
This next step is to Educate you on the various pieces of your retirement puzzle: investments, future tax implications and income planning. In this meeting, we will show you who you are and what YOUR PATH is today. We will point out areas that are working for you and those that may be obstacles for your future.
Align
Here, we will Align your goals with our customized plan. We will go over our adjustments to your situation through our recommendations for social security election, and tax minimization strategies, as well as recommendations for risk-based investment changes. We will address any questions or concerns you might have. From here, we may agree to put your ClearPath into motion and gather the necessary information to walk alongside you and your family down your path to and through retirement.
Review
We will create a schedule of ongoing meetings to keep your plan up to date. We will do portfolio rebalancing and the necessary tax planning and income distributions your ClearPath to Retirement has called for, as well as adjusting for the new paths you may want to take in retirement.