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Submitted URL: http://clearpathsc.com/
Effective URL: https://www.clearpathsc.com/
Submission: On January 04 via api from US — Scanned from DE
Effective URL: https://www.clearpathsc.com/
Submission: On January 04 via api from US — Scanned from DE
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Menu * Home * About Us * Services * Resources * Events * Contact Us THE PATH TO SUCCESS BEGINS WITH THE RIGHT PLAN At ClearPath Strategic Consultants, we provide programs for businesses, executives, and individuals. We strive to maximize your personal and Corporate goals while managing the cost of group insurance and employee benefits. CUSTOM PLANS FOR ANY OF YOUR NEEDS. We create strategies tailored to your goals. BUSINESS Learn more EXECUTIVE BENEFITS Learn more INDIVIDUALS Learn more INTERESTED IN A FREE CONSULTATION? Contact Us TAILORED TO WHATEVER LIFE THROWS AT YOU No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Learn More TAILORED TO WHATEVER LIFE THROWS AT YOU No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Learn More TAILORED TO WHATEVER LIFE THROWS AT YOU No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Learn More TAILORED TO WHATEVER LIFE THROWS AT YOU No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Learn More TAILORED TO WHATEVER LIFE THROWS AT YOU No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Learn More QUESTIONS? Our Experienced Team Can Help! Contact Us CONTACT Office: (949) 269-7787 Irvine, CA 92612 info@clearpathsc.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Woodbury Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. OSJ Branch: 3550 Camino Del Rio N, Suite 207, San Diego, CA, 92108. This communication is strictly intended for individuals residing in the states of CA IN NM NV NY and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.