At ClearPath Retirement Planning, we offer expert retirement income planning and financial advisory services designed to help pre-retirees and retirees in Greenville, Columbia, and Upstate South Carolina find clear, confident answers — ensuring you can enter retirement with peace of mind.
The five years leading up to retirement may be the most financially sensitive years of your life. The decisions you make during this window, about taxes, Social Security timing, portfolio positioning, Medicare, and your first years of withdrawals, are all connected.
A choice you make about Roth conversions today can affect your Medicare premiums two years from now.
Getting these right takes more than a general plan. It takes a look at your complete picture.
This guide walks through each of the five Red Zone risks and the questions worth asking before you step away from work.
The guide is good for you if you are within five to ten years of retirement and want to make sure your plan holds up when it counts.
Download your free copy below
300 Executive Center Drive Park 37 Business Park Suite 104 Greenville, SC 29615
Open today | 09:00 am – 05:00 pm |
Phone: 864.775.5033
Have retirement questions? We're just an email away stewart@clearpathretirement.com.
300 Executive Center Drive, Suite 104, Greenville, SC 29615
We're a veteran-owned financial advisory and fiduciary retirement income planning firm serving pre-retirees and retirees in Greenville, Columbia, and the Upstate of South Carolina with comprehensive retirement services.
Copyright © 2025 ClearPath Retirement Planning, LLC - All Rights Reserved.
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.
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