Preserve

Preserve Your Wealth With a ClearPath Financial Consultant 

The importance of asset protection and wealth preservation cannot be overstated because these are essential aspects to achieving financial security, especially during your retirement years. However, many people find themselves with insufficient funds in their older age because they have failed to put money aside during the times when it was more easily accessible, such as periods with higher rates on investments or when their employer matches contributions into their 401(k)s.

At ClearPath Financial Group, 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.

By collaborating with ClearPath Financial Group, you can enjoy the benefits of having a financial consultant who will work with you to address your current needs and plan for your future goals. Contact us today at (913) 696-1919 to learn more about our asset and wealth protection services.

Asset Protection

Asset protection planning is an important step in securing your assets and protecting them from losses due to lawsuits, creditors, or bankruptcies. However, developing an effective asset protection plan is not as easy as it seems. It includes a careful analysis of what constitutes an “asset” — physical, financial, or personal — as well as the optimization of those resources through reorganization to provide maximum protection against potential tax liabilities, third-party risks, and potential but avoidable losses.

 ClearPath, through work with a professional financial consultant, will guide the process to design a strategy to protect your assets within the requirements of the law. We will help you to be prepared for nearly any unforeseen situation that would otherwise put your financial health at risk.

Tax Reduction Strategy

As state and federal tax codes change every year, it becomes increasingly difficult for individuals and businesses to navigate the system without the help of an expert tax professional. At ClearPath Financial Group, we will help you through the whole taxation process so you can minimize your tax burden while allowing transparency with the IRS and other state taxing authorities.

ClearPath will check and double-check your income tax return to ensure that it is free from errors that are commonly flagged by the IRS. We will also give you tips on how to manage your payroll withholding so you can take advantage of getting more income all year long. Our financial consultant team will also identify the tax benefits and deductions that you qualify for in order to limit your future tax liabilities. Furthermore, we will provide you with a fast and efficient electronic tax filing service for a quicker tax application and refund process.

Life Insurance

When it comes to planning for your inevitable demise, there are a lot of factors that you need to take into account. There is no one-size-fits-all approach to estate planning that is guaranteed to work for everybody. One of the most common considerations, however, has something to do with life insurance.
The main goal of life insurance is to replace your income in the event of your untimely death. Yes, the lump sum payout can make your beneficiary wealthy overnight, but the primary goal of that windfall is to enable the continued payment of living expenses by your heirs after you are gone. Choosing the best life insurance is not an easy task, especially if you do not know much about it or what kind of coverage is right for your specific needs. Fortunately, ClearPath Financial Group can help you in choosing the best life insurance policy to secure and protect the future of your family.

Long-Term Care Solution

Due to the increasing living and healthcare costs in the greater Kansas City Metro area, it is very important now more than ever to be financially prepared for your retirement. At ClearPath, we believe that you should be able to live through your golden years on your own terms. This is the reason why our  financial consultant team is here to help you plan for a happy and financially secure retirement.

At ClearPath, we will help you create a well-thought-out strategy using a variety of investments and insurance products to help you address your financial needs, now and in the future.

Contact our Team of Financial Experts Today

ClearPath will be your financial consultant through all of your life’s stages. Our mission is not just about preserving your wealth but making sure that it is managed responsibly so that you and your family will be financially secured for many years to come. If you are in need of asset and wealth protection planning services in the greater Kansas City Metro area, look no further than ClearPath. Contact us today (913) 696-1919 for a free initial financial consultation.