Have I saved enough to retire?
It depends on your unique circumstances and expectations. Having defined goals matched to resources will help you determine when you're work optional.
Will my money last through retirement?
We'll conduct a thorough analysis of your financial situation to determine a spending plan that balances your current needs and long-term goals, helping to ensure you can enjoy life while maintaining financial security.
How will you help me?
We work closely with you to develop a comprehensive plan that is designed to safeguard your legacy so we can provide solutions towards a comfortable retirement for you.
Meet Patrick Fillette, CFP ® ChFC ®
I am the co-founder and lead planner at ClearPath Advisors. My goal is to bring financial clarity and guidance to individuals and their families. Our work together can flourish if you're ready to collaborate and improve your life by working on your finances.
I look forward to helping you take the journey towards financial independence. Let's get started today.
Your Wealth Deserves a Strategy
Our team takes a fiduciary and independent approach to your financial future, starting with a deep understanding of you, your goals and your values. We always put you first, placing your goals front and center in every financial decision. We're here to help you pursue your retirement with confidence.
Income for Now
Income for the Future
Preserving Your Wealth
Retirees
As you transition from your working years into retirement, it's essential to have a clear understanding of your financial situation.
Pre-Retirees
Retirement is a time for relaxation, exploration, and enjoying your lifestyle. However, it's also a time when financial decisions become even more critical.
Individuals & Families
Everyone has a different mindset when it comes to financial matters. Maybe you like to research everything before making decisions.
