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CLEARLY.

Earning money is hard work. Getting the most out of it is common sense. Find the clear path forward to retirement.

CLEARLY.

COMPREHENSIVE.

THE 5 STEPS ALONG THE CLEARPATH TO RETIREMENT INCLUDE PLANNING FOR YOUR:
1|
Income
2|
Growth
3|
Tax Efficiency
4|
Healthcare
5|
Estate
Work with us to create a custom, goal-based retirement plan that reflects your needs.

CLEARLY.

EFFICIENT.

A successful retirement is about funding and preserving your lifestyle. The main goal is to make sure you have enough money to maintain your standard of living.
The ClearPath approach to retirement is built on common sense and efficiency. Proactively planning for and minimizing taxes is at the heart of that strategy.
Part of growing and protecting wealth can be about passing it on. Find effective, smart ways to build and transfer your legacy.
Remove the stress and guess work from retirement by funding and preserving lifestyle costs, minimizing taxes and streamlining assets, and growing and efficiently transferring a legacy.

CLEARLY.

INDEPENDENT ADVISORS.

After working in the big box financial industry, Cory and Taylor arrived at the same conclusion: independence was the only way forward. There had to be a better way to help people plan their financial futures than by selling them a corporate agenda. They decided to found ClearPath so they could make recommendations that made the most sense instead of ones that made the most commission.
Being independent means ClearPath is designed to find tailor-made solutions for clients. We start by defining goals and then selecting the financial solutions that are the most efficient and cost- effective. Working “backwards” ensures efficiency and goal-oriented planning instead of a product-focused approach.

Cory Zafke

Wealth Advisor

Cory Zafke co-founded ClearPath Wealth Advisors after being in the financial service industry since 2004. Cory spent over a decade at an international insurance company where he educated financial advisors on financial concepts and reasons to add safety and protection to their clients’ portfolios. After a life-changing incident, Cory was drawn to being a financial advisor where he knew he would be able to help people with some of the most important decisions of their lives.
Cory gets energized when talking with his clients about their lives, their hopes, and their aspirations for their futures. He likes to work side-by-side with people to create tax-efficient financial plans that will feel like them and the life they are able to have.
Cory grew up in the White Bear Lake area and graduated from Saint John’s University (MN) in 2002, where he played soccer and studied abroad in France. Cory enjoys cooking with his kids, making soup when it’s cold out, and watching the Vikings, Twins, and European Soccer on the weekends. He married his wife Jill on a beach in 2008 and they currently live in Chanhassen, MN with their son, Tatum, and their two daughters, Tegan and Ryan, and their French Bulldog, Claude. They like to ride their bikes to ice cream shops, a good burger, and the occasional doughnut or cupcake.
Schedule A Consultation With Cory!

Taylor Sundeen

CFP®

Wealth Advisor

Taylor Sundeen created ClearPath Wealth Advisors after over 15 years of financial services experience in the Minneapolis/St. Paul area. He earned his CFP® designation in 2011 to enhance his expertise in multiple financial planning areas from Tax Planning and Investments to Insurance and Estate Planning. Taylor enjoys the day-to- day interaction with clients and prides himself of creating well-versed financial plans that are customized to meet all of his clients income, tax, and investment planning objectives.
Taylor grew up in Spooner, WI and graduated from UW-Eau Claire with a double major in Finance and Marketing. He lives in Maple Grove with his wife (Gina) and 3 children: Cody (8) and twin girls (5) Ariana and Gabrielle.
Schedule A Consultation With Taylor!

Jackie Fursman

Wealth Advisor

Jackie Fursman has spent the better part of the last decade dedicated to the field of finance. She officially joined the team at ClearPath Wealth Advisors in 2021. She has received her Series 65, Life, Health, and Annuity Licenses. No matter where you are at in your financial journey, Jackie enjoys guiding the individuals & families that she works with to the next level.
To further enhance our clients experience when it comes to planning for retirement, Jackie has completed the necessary training to be able to help families navigate Medicare. She enjoys educating individuals on the process and the options that are available to them.
Jackie lives in Rogers with her husband (Paul) and 3 children: Lexi, Emma, & Lucas. Outside of the office, she enjoys spending time with friends and family, getting away for the weekend up at the family cabin, and trying to keep up with her kids & puppies, Lana & Louie.

Watch the video below to learn more about ClearPath Wealth Advisors!

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952.406.8011
MyClearPathCFO.com
130 Cheshire Lane, Suite 130 Minnetonka, MN 55305
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401K GUIDE.

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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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