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Services

At Clear Path Financial, we provide assistance in the following areas:

Investments

  • Bonds
  • Stocks
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Pension Plans

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Plans
  • 403b Plans
  • College Plans
  • Estate Plans
  • Wealth Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Group Benefits
  • Group Health Insurance
  • Voluntary Benefits
  • Guaranteed Issue Life and Disability Insurance

Some health insurance products offered by unaffiliated insurers.