Overview

💵 ClearPath Wealth Strategies, LLC is your premier partner in crafting robust financial strategies and delivering an extensive range of financial products and services to both individuals and businesses. Our dedicated team is here to support your journey to financial freedom, offering personalized solutions for 401(K) rollover options, investments, retirement, college funding, managing extended care costs, and securing lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. 📈 Trevor Houston and Mark Elder are Financial Services Professionals offering securities through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, in addition to being licensed to sell insurance through New York Life Insurance Company and various other unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. We are not licensed in all jurisdictions. ClearPath Wealth Strategies LLC, is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Trevor Houston - CA Insurance License #4115650 Mark Elder – CA Insurance License #0j2118 2600 Network Blvd. Ste. 130 Frisco, TX 75034 📞 (972) 377-5222 | Office 📱 (214) 585-1934 | Cell 🌐 http://cpwstrategies.com ✉️ trevor@cpwstrategies.com 🎧 In unison with our top-tier financial services, we proudly present the "Who Ya Know Show," a top 2.5% global and leading career podcast for 2022-2023. Dive into the wealth of knowledge as we engage with top industry experts, providing you with interviews that expand across wealth, health, business, career, and personal development.