Your Trusted Financial Partner in Overland Park, KS

Take your first step towards financial freedom by collaborating with ClearPath Financial Group. Call us now (913) 696-1919 to speak to one of our financial experts.

If you need to figure out how to grow your business, choose the right investment portfolios, and keep up with the latest state and federal tax codes, ClearPath Financial Group is the expert to call. We have a team of dedicated tax and accounting professionals to provide you with end-to-end financial services to protect all aspects of your financial health.  Our team specializes in the following areas of finance and coordinates to help you make the best decisions for your assets.

Plan

At ClearPath Financial Group, our proactive tax planning services will help you in strategically and legally reducing taxes on your income and investments, defer your income so you can keep your money now and pay your taxes later, and grow your savings and assets by taking advantage of all the possible benefits within the tax laws.

Grow

When it comes to your financial future, ClearPath Financial Group believes in meeting you where you are. Whether you are just starting out or nearing retirement, our asset management services will help make the most of your money and promote long-term stability to protect your financial well-being for many years to come.

Resolve

We are committed to providing useful and efficient solutions for all of your tax-related needs. Our in-house accountants and lawyers are here to help you through any tax issues, including audits and disputes with the IRS. We are dedicated to resolving your tax problems as quickly as possible so that you can get your life and business back on track in no time.

Prosper

At ClearPath Financial Group, our full range of financial services for small businesses give you the foundation needed to secure the future of your company. Our team is committed to providing innovative tax and accounting services that will help to support your growing business. Let us help you do your taxes and manage your accounting systems so you can focus on what’s more important – generating profit.

Preserve

Our goal is to help you realize the importance of asset and wealth management as early as possible so you can create a strategic and comprehensive plan that will set you up for financial success. We are here to help you in navigating all aspects of wealth preservation including asset protection, tax reduction, life insurances, and long-term care solutions.

Protect Your Legacy

At ClearPath Financial Group, we have the right mix of professionals who can help you when it comes to personalized estate and legacy planning. We have an in-house team of certified public accountants and lawyers with decades of experience in helping multi-million dollar companies and high-net-worth individuals in Overland Park, KS protect their assets, craft their legacies, and solve their estate tax problems.

Take the ClearPath Today

At ClearPath Financial Group, we offer individuals and businesses in Overland Park, KS and the surrounding areas with proactive and personalized financial services including asset management, tax planning and resolution, insurance review, wealth preservation, and more. Contact us today to discover how ClearPath Financial Group can help to safeguard your assets for generations to come.