ClearPath Wealth Strategies

27/08/2026

10/07/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

13/06/2026

Enjoy the World Cup everyone!!

15/04/2026

Downtown Jackson, MI was beautiful this evening!

25/03/2026

All hands on deck to stuff envelopes!

02/03/2026

I’m happy to share that ClearPath now has an official office line: (616) 415-0515. You can call or text us at this number — it’s fully set for both. As we get comfortable with our new system, all our communication will come from this number and our ClearPath email.
I’m also excited to announce that Erin Ayala has joined me in serving you and helping grow the business. Erin brings over 16 years of experience in executive administration and office management, and she’s already been an incredible addition to what we’re building. I know you’ll enjoy working with her as much as I do.
You can learn more about Erin on our website: ClearPathws.com.
We’re truly grateful for the trust you’ve placed in us and look forward to continuing this journey together. Please don’t hesitate to reach out using our new number!

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26/01/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

02/01/2026

Today is the first day that ClearPath Wealth Strategies is open 5 days a week! With the New Year comes the new adventure of offering my expertise and service on a full-time basis. With the full support of USA Financial, I am dedicating my working hours to helping people plan their retirement.
Within the next few days, I will be announcing my new office phone line, my dedicated texting number and the addition of my Office Manager. With her help, we are plunging into 2026 with the goal of making new relationships and deepening the ones we have.
Thank you for your attention to this matter!🙂

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