Financial Advisor in Jackson, Michigan
Introduction
Jackson is where hard work still means something — and you've worked too hard to leave your financial future to chance. From our office at 2652 Spring Arbor Rd., Suite 10, Kevin Roskam and the ClearPath Wealth Strategies team engage in panoramic financial planning for families, professionals, and business owners across Jackson County. Through our proprietary process, The Guidepost FORMula, we take all the pieces of your financial puzzle and put them in place — so you can pursue financial independence with clarity.
Who we serve here
Our team specializes in pursuing the needs of successful families and top-of-their-field professionals. In Jackson, we regularly work with:
- Pre-retirees and retirees who want their retirement savings, income sources, and taxes organized into one easy-to-understand plan
- Top-of-their-field professionals who aspire to a work optional lifestyle and want a plan that keeps pace as life unfolds
- Business owners across Jackson County balancing the business, the family, and what comes next
- Families who want to secure a family investment legacy for the next generation
What we do
The Guidepost FORMula integrates every piece of your financial life and continually adjusts as your critical life and financial events unfold. Services available from our Jackson office include:
- Wealth management
- Risk and debt management
- Income and tax-efficient planning
- Legacy and philanthropy planning
- Coordination with estate planning attorneys, CPAs, and other professionals
Why ClearPath?
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 the clients we are most suited for — and to deliver an elevated client experience because of it. There is no winging it; nothing is left to chance.
The ClearPath Team
Kevin Roskam, Owner/Financial Advisor, coordinates the financial planning process with "the Heart of a Teacher," helping you understand your plan and what it takes to work toward your goals. Erin Ayala, Office Manager, keeps the firm running smoothly with a people-first approach that makes every client feel supported. Meet the team.
Want to Learn More?
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Ready to talk?
Schedule A Call → Or call 616-415-0515.
FAQ
Where is your Jackson office? We're at 2652 Spring Arbor Rd., Suite 10 in Jackson — open Monday–Friday, 8:00 AM–5:00 PM, and weekends by appointment.
What makes ClearPath different? Our proprietary process, The Guidepost FORMula, moves through three D's — Discover, Design, and Deploy — and continually monitors your critical life and financial events to keep your plan on track.
Do you only work with people near retirement? No. We serve successful families, professionals, and business owners at many stages — what matters most is FIT, which we establish together in our first conversations.
How do I get started? Use the Schedule A Call button or call 616-415-0515. We'll start with a conversation to see if we're the right FIT for each other.