Kansas City CPA

Clearpath LLP is a wealth management firm located in Lee's Summit, MO, with offices in both Kansas and Missouri. They offer a range of services including investment planning, IRA and 401K rollovers, money management, tax reduction strategies, life insurance, and long-term financial solutions. Their team of fiduciary financial advisors works in the best interests of their clients to provide customized results and help them achieve their financial goals. With a focus on bringing clarity to their clients' finances, Clearpath LLP aims to alleviate financial worries and provide peace of mind. They believe in building wealth and asset management plans that allow individuals to live the life they want now and be prepared for the future. Through a simple process of discovery, architecture, implementation, and relaxation, Clearpath LLP helps their clients achieve financial clarity and confidence.Generated from the website

Certified Public Accountant in MO and KS serving individual, businesses, and non-profits with accounting, tax preparation, and tax compliance services with honesty and integrity.

I've gotten to know many local families as an Allstate agent in Lees Summit. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the choices that meet your needs. I'm committed to helping Lees Summit residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I'm available to answer your questions. If you're already a customer, I'm ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Lees Summit today.