We are a boutique financial services and insurance company. In combination with SagePoint Financial, we specialize in working with select families and small businesses to build and maintain wealth.
I am the independent financial advisor, I work for my clients, not for a brokerage company. Working with individuals to build and maintain wealth.
Have you ever put together a 1,000 piece puzzle? Have you ever done so without the picture on the box? Managing all aspects of your financial picture can be a lot like that.
We have developed and refined a process to guide our clients to a work optional lifestyle.
Securities and investment advisory services offered through SagePoint Financial, Inc., Member FINRA/ SIPC. Insurance services offered through ClearPath Financial, which is not affiliated with SagePoint Financial, Inc.
212 North Buxton Street Indianola, Iowa 50125
Access our Mobile App by texting CLEARPATH to 72727