ClearPath Financial Solutions llc. Employee Directory
Financial ServicesConnecticut, United States0-1 Employees
We collaborate with clients who desire a knowledgeable and thorough evaluation of their needs to help clarify and prioritize their bucket lists in life. Our clients are best served by not only weighing the financial but emotional value in life decisions. Through analysis and teamwork we give our clients the information and experience that empowers them to face the financial challenges and decision making needed to succeed in their life’s ambitions. Products - Life Insurance - Long-Term Care Insurance - Disability Insurance - Fixed and Variable Annuities - Mutual Funds - IRA/Old Pension Consolidation - Employer Sponsor Benefits - Qualified Retirement Plans - Fee-based Managed Accounts - Health Insurance - Group Health - Group Life - Property and Casualty Financial Services - Survivor Benefit Protection - Asset Protection - Wealth Accumulation - Retirement Income Planning - Company 401K Setup - Asset Allocation - Tax Planning - Estate Planning - Trust and Gifting Strategies - Special Needs Planning