3901 Transit Ave. Sioux City, IA 51106Contact: (712) 252-1856
300 N. Dakota Ave. Sioux Falls, SD 57104Contact: (605) 338-0908
Mon-Fri 8am - 5pmClosed Weekends

Creating a Clear Path for Your Future Life Happens. Being prepared makes all the difference. Our Services Helping You Save for Retirement Options to fit your lifestyle to save for the next phase of your life. Retirement Planning Protecting Your Family and Greatest Assets Ensure you’re protected with the right health insurance policy for your family. Health Insurance
Financial Security for Your Future

Clear Path Financial

Our goal at Clear Path Financial is to help you reach your goals and plan for your future. We partner together with you for personalized guidance and solutions for your retirement, investments, health insurance and more to fit your needs and lifestyle.

5 Steps to Financial Security and Wellness

Your Roadmap to Financial Security


The first step in financial security is to manage day-to-day finances and implement basic security precautions.


Establish emergency savings and debt management strategies to help protect against potential future financial shocks.

Plan Ahead

Start saving for both your mid and long-term goals while growing and building your daily finances and protection plans.


Save for retirement and healthcare expenses and explore ways to generate guaranteed lifetime income in retirement.


Develop a personalized retirement income strategy and explore new strategies for insurance coverage and legacy planning.

Get to Know Us

Meet Your
Financial Team

  • We’re Here for You

    “Nothing compares to the feeling of helping a family or individual plan for their financial future. There is nothing better than hearing from our clients about how our team helped improve their lives.” – Jordan
    RICP, Licensed in Life and Health

Helping Your Business with

Group Benefits

including 401(k)

Licensed and Registered In

18 States