A Clear Path to Financial Clarity

 

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CLEAR PATH

We provide a clear financial plan that’s regularly monitored to achieve your financial goals.

COLLABORATION

We work with you and other professionals to ensure all aspects of finances are looked after.

FINANCIAL CLARITY

Spend time enjoying what you love most knowing you have financial clarity.

PEACE OF MIND

Know that your finances and the people that matter in your life are taken care of.

Don’t have time to deal with your finances? 

Discover your Clear Path to Financial Success.

You run a successful business but the path to success hasn’t been without challenges. One of the biggest challenges business owners face is not having enough time. You’re busy managing staff, selling your products and services, working on operations and being the visionary for the business, so when it comes to finances, we know it’s important to have a Clear Path to financial success. 

We remove the confusion from financial planning and provide you with Clear steps to grow your assets, protect your business and ensure you have confidence in your finances. 

Knowing your cash flow and investments are taken care of are is essential for you, your business and your loved ones. 

At Clear Path, we have successfully provided advisory services to our business owners for decades. 

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Here’s How We Can Help

Financial Planning

A financial plan for a business owner should address the growth and preservation of your finances.

Insurance

Protect your business, your investments, protect what matters most to you.

Investment

Grow your business, increase your cash flow and wealth by finding tax efficiencies.

Carl Whiteside, Business Development

Bradley Bumstead has been a wonderful asset to the management of my finances. He has great insights into all areas of my financial planning and has a very thorough understanding of the market and related product offerings. I would recommend and have recommended Bradley to anyone seeking direction laying out and planning their financial future.

Dane Kingsbury, Real Estate Professional

Bradley has helped a number of my clients with their insurance needs, especially with regard to ensuring that their mortgage balances are covered. In doing so, he is helping them save money while having better coverage. In addition to this, having a quality Financial Planner like Bradley allows me to feel confident that my clients will be well taken care for the long term.

Matt Artis, Project Manager

Bradley was  very helpful setting me up with long term life insurance so that my family were provided for if something happened to me. They gave me various options to choose from and steered me towards what best suited my situation. It was a much easier and more affordable option than mortgage insurance. I would highly recommend Brad and his company to anyone that asked.

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Finally, Complete Financial Clarity.

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

It always surprises us to learn that so many individuals are removed from their planning and rely on their advisers to recommend the best course of action.

This tends to be the result of a lack of understanding of the proposed concept/situation on the part of the client or their financial team not spending time to ensure the client fully understands and appreciates the possible benefits/disadvantages of each proposal.

We take the time to educate you every step of the way.

Book a meeting today to see your Clear Path to Financial Clarity.

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