Who We Are
Our team specializes in pursuing the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work optional lifestyle and have the desire to secure a family investment legacy.
Kevin Roskam | Owner/Financial Advisor
Kevin coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Guidepost FORMula.
Our Other Professional Resources
As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
- Estate Planning Attorneys
- Certified Public Accountants
- Residential Realtors
- Commercial Bankers
What We Do
Clearpath Wealth Strategies was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique . Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The Guidepost FORMula, will help you stay on track in pursuit of your financial independence.
Having developed and refined this proprietary process, some thingshave become clear…
At Clearpath Wealth Strategies, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process , allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client ‘s individual financial plan in place.
Our Partnership
We engage in panoramic financial planning in the context of a long-term partnership with you through our proprietary process, The Guidepost FORMula. To maintain a successful working relationship, one where we can help you pursue your financial and lifestyle goals, you can expect that we will consistently and responsibly perform all the services outlined below.
- We will always:
Acquire and maintain a thorough understanding of your financial goals - Update you as and when appropriate by appointment, email, mail and phone
- Carefully determine and monitor your investment risk and time-frame
- Explain the implications of all recommended financial planning strategies
- Act as your primary financial advisor and steward of your financial future
- Coordinate with other financial professionals when your plan requires it
- Treat you with the utmost respect and professionalism
The Guidepost FORMula focusses on three D's:
Discover
> What do you want to accomplish?
> What is essential to you?
Design
> How will we get you there?
> What services are the best fit for you?
Deploy
> Financial and legacy planning
> Product and risk assessment and fit
> Ongoing continuous service
> Building a lasting relationship
Kevin Roskam
Owner/Financial Advisor
When Kevin works with his clients, he strongly believes in educating them with “the Heart of a Teacher” to help them understand their retirement plan and what it takes to work toward their goals. Kevin and his wife, Char, have been together for more than 20 years and between them, they have 3 children and 3 grandchildren. He enjoys boating and fishing, playing golf, traveling, and family outings.
