ClearPath Financial and Insurance Solutions, LLC helps individuals and families plan for retirement and work toward greater financial confidence. Based in Corona, California, the firm is led by founder Matthew Sherman and focuses on personalized retirement income planning, wealth strategies, and financial guidance. Its approach begins by exploring the client’s retirement goals and suitable options, assessing their current financial position and resources, and developing a custom plan to guide them through retirement and beyond.

The firm emphasizes understanding each client’s personal circumstances, family priorities, and tolerance for risk, supported by open, long-term communication. Its financial services cover retirement, investment, estate, insurance, tax, money, and lifestyle topics. ClearPath also offers opportunities to schedule meetings, attend events and seminars, and access educational resources, including articles, videos, calculators, a glossary, and tax information.

ClearPath states that investment advisory services are offered through Abraham and Co., Inc., an SEC-registered investment adviser. The firm’s website notes that information is educational, not individualized investment, tax, or legal advice, and that investing involves risk.