Strength in Selection
ClearPath Financial | Protection, Retirement & Wealth Strategies
ClearPath Financial is the financial services division of ClearPath Advisors, created to help individuals and families protect what they’ve built, grow their money with purpose, and retire with confidence.
We believe financial planning shouldn’t be confusing, intimidating, or one-size-fits-all. Our approach is simple:
✔ Clear guidance
✔ Education first
✔ Strategies aligned to your life stage and goals
Our Financial Services
Protection Planning
Protect the people and income that matter most.
We help clients create strong financial foundations through:
- Life Insurance (term, whole, indexed)
- Mortgage & income protection
- Final expense planning
- Family legacy planning
Our goal is not to sell products — it’s to make sure your family is protected no matter what life brings.
Retirement Planning & Income Strategies
Turn savings into reliable income.
We help pre-retirees and retirees answer the big questions:
- Will my money last?
- How do I reduce market risk?
- What income can I count on?
- Strategies may include:
- Annuities (fixed & indexed)
- Guaranteed lifetime income options
- Market risk mitigation
- Social Security & retirement timing guidance
Tax-Advantage Growth Strategies
Grow smarter, not riskier.
Through ClearPath Financial, we help clients explore:
- Indexed Universal Life (IUL) strategies
- Tax-efficient accumulation options
- Supplemental retirement income planning
- Wealth transfer concepts
- These strategies are designed to complement—not replace—traditional savings like 401(k)s and IRAs.
Holistic Financial Guidance
Clarity before complexity.
We don’t believe in overwhelming you with charts and jargon. Instead, we:
- Educate first
- Explain options clearly
- Help you make confident decisions
Whether you’re starting out, raising a family, or nearing retirement, our role is to help you see the full financial picture.
Who We Help
Partnering with you at every stage of life
Our Approach
Financial confidence starts with understanding- and that's where we begin.
Listen First:
Your goals drive the conversation.
Every relationship starts with listening. We take time to understand:
- Your current financial situation
- Your family, lifestyle, and responsibilities
- Your concerns, priorities, and long-term goals
We don’t lead with products — we lead with questions. This ensures that every recommendation is based on your needs, not assumptions.
Educate Clearly:
You deserve to understand your options.
We believe education creates confidence. During this step, we:
- Explain strategies in plain language
- Walk through options such as life insurance, annuities, and tax-advantaged growth strategies
- Answer your questions honestly and transparently
Our goal is not to overwhelm you — it’s to help you clearly understand how each option works and how it may fit into your overall plan.
Financial Needs Analysis:
Clarity before recommendations.
Once we understand your goals, we complete a Financial Needs Analysis to help identify:
- Gaps in protection
- Opportunities for growth
- Exposure to market risk
- Income needs now and in retirement
This analysis allows us to look at your finances as a whole and determine which strategies may help strengthen your financial foundation.
- This step brings clarity and direction — so decisions are based on facts, not guesswork.
Customize & Support
Solutions built for your life — with ongoing guidance.
Based on your needs analysis and goals, we help design strategies that may include:
- Protection for your family and income
- Growth strategies aligned with your risk tolerance
- Retirement income planning for long-term confidence
As life changes, your plan may need to evolve — and we’re here to support you through every stage.
- Financial planning isn’t a one-time conversation. It’s an ongoing partnership.
Ready to Secure Your Future?
Let us help you create a plan that protects you & your family and helps you reach your financial goals!
Schedule a complimentary consultation with ClearPath Financial today!
Disclosure
ClearPath Financial is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Phoenix Financial Partners is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.
This material is intended for educational and training purposes only. It is not, and should not be construed as, an offer or solicitation for the purchase or sale of any specific financial product or service.
Neither The Broker Group LLC nor its associated agents provide legal or tax advice. Anyone reviewing this material should consult with and rely on their own independent tax and legal professionals regarding their specific situation and any concepts presented herein. The availability of the listed providers may vary and is dependent on the agent's licensing, appointment status, and state-specific approvals. Insurance and financial product providers referenced maintain independent selling agreements with The Broker Group LLC, and access may require agents to complete applicable carrier contracting and approval processes. The presence of a provider on this list does not imply endorsement, nor does it guarantee availability through all agents or agencies operating under The Broker Group LLC
The Broker Group Headquarters:
21255 Burbank BIvd Ste 120, Los Angeles, CA 91367
888-824-9123
Please Note: Links to external websites may be accessed through social media or digital communications. These external sites may contain information created and maintained by organizations independent of The Broker Group LLC. We do not endorse, guarantee, or certify the accuracy of information, products, or services contained on any third-party site. Information provided here or through linked sources is believed to be reliable but is not guaranteed as complete or accurate. All performance data cited is historical and not indicative of future results.