Kevin Roskam

Kevin Roskam is the Owner of and a Financial Advisor for ClearPath Wealth Strategies in Jackson, Michigan, serving individuals and families throughout mid-Michigan and across the state. He specializes in retirement income planning, tax-efficient investing, Roth conversion strategies, and annuity planning, using ClearPath's proprietary process, The Guidepost FORMula. When acting as a fiduciary, Kevin is committed to putting his clients' financial interests first.

ClearPath Wealth Strategies specializes in pursuing the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle. Kevin helps clients answer retirement's most pressing questions, including “Do I have enough money to retire?” and “How long will my money last?”

Kevin builds evidence-based, formula-driven portfolios designed to take emotion out of investing for the long term. Through The Guidepost FORMula, he integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners — a process designed to continually adjust and monitor the critical life and financial events to help keep a plan on track.

Kevin earned a Bachelor of Arts in History and Education from Trinity Christian College. He holds Series 7, 66, and 24 licenses and a Life and Health Insurance license. He has been working with clients and as a consultant to financial advisors nationwide since 2003, and is an accomplished public speaker.

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. Bringing peace and confidence to an uncertain future is what drives him.

Kevin and his wife, Char, have been together for more than 20 years, and between them they have three children and three grandchildren. Away from the office, he enjoys boating and fishing, playing golf, traveling, and family outings.

Work with Kevin: Call 616-415-0515, email kevin@clearpathws.com, or schedule a call at our Jackson office.