Individuals | Clearpath Financial of Raymond James | Louisville, KY
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Individuals

A variety of services to meet individual needs


Our client base ranges from institutions and retirees to middle-aged professionals with small children. Whether you fall inside or outside these categories – or if you’re in a category all by yourself – we have a range of services to help with your individual investment and financial planning needs. Our services include but are not limited to:


Retirement planning — before and during
College planning
Comprehensive wealth management
Stock option planning
Succession planning