ClearPath Wealth Strategies, LLC provides quality financial strategies, and offers financial products and services and insurance to businesses and individuals. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. The Founder & CEO, Trevor Houston is a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. Neither ClearPath Wealth Strategies, LLC nor New York Life Insurance company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither ClearPath Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice.