ClearPath Advisors
Business. Money. Life.
Experience the Difference
We are provide you more than you expect…All of the following is included in your fee!
Access to Business Coaching
We offer you a 30 day free trial of business coaching!
Access to Accounting Advice
You have questions about accounting, we provide you as much QuickBooks training as you need!
Access to Payroll Services
Make it simple and stay in compliance with our expert advisors taking care of your payroll needs.
Access to Recordkeeping Advice
Properly managing your information can be challenging, we are ready to teach you recordkeeping how-tos.
Access to Tax Planning
Whenever you need it, our advisors will help you take control of your taxes
Access to Business Structure Advice
Your business structure matters to your bottom line, find out how.
Access to Investment Advice
At least once a year, we can take a look at your investments and how they align with your goals.
Access to Estate Planning
Be sure your wishes are followed by preparing your will or trust.