ClearPath Wealth Strategies Launches Financial Resilience Program to Support Professionals in Career Transitions
As career changes become increasingly common, older professionals face unique challenges—ranging from ageism to financial insecurity. Trevor Houston, CEO of ClearPath Wealth Strategies, is addressing this head-on with a powerful combination of financial literacy, career empowerment, and retirement planning tailored for those navigating job transitions later in life. Houston emphasizes that job transitions shouldn’t just focus on employment—but also on protecting and growing financial health. His approach includes: Spotting Hidden Risks like inactive 401(k)s that can quietly erode wealth. Capitalizing on Rollover Incentives many job seekers miss—potentially worth thousands. Overcoming Ageism Through Financial Confidence, enabling older professionals to negotiate better offers or pursue entrepreneurship. Offering Accessible Financial Literacy, with tools like his free Career Transition Financial Assessment. Houston’s mission is clear: help everyday Americans—especially those over 50—build resilience and reclaim control over their financial futures during uncertain times.
ClearPath Wealth Strategies, a provider of financial services and strategic career solutions, has announced the launch of its Financial Resilience Program, created to support experienced professionals navigating financial challenges and consolidating forgotten retirement accounts during career transitions.
As today’s labor market shifts, professionals—particularly those over 50—face growing financial complexities, including market volatility, career disruptions, and underutilized or neglected retirement savings. Under the leadership of Trevor Houston, CEO of ClearPath Wealth Strategies, the firm developed the Financial Resilience Program to deliver structured solutions tailored to these challenges.
Leveraging his experience in guiding professionals through complex career shifts, Houston spearheaded the creation of this initiative to help professionals identify financial risks, optimize retirement assets, and reduce the financial stress commonly associated with transitions.
A key component of the program is the identification and consolidation of forgotten or inactive retirement accounts. Many professionals unknowingly leave behind multiple retirement accounts with previous employers, often resulting in inefficient investment structures, unnecessary fees, and fragmented financial records. ClearPath has helped clients recover significant funds by uncovering and consolidating lost accounts. In one recent case, the firm assisted a client in tracking down and consolidating 11 separate accounts—streamlining their retirement strategy and restoring previously overlooked assets.
The Financial Resilience Program also examines rollover options offered by financial institutions. By assessing potential cash incentives, fee structures, and regulatory considerations, ClearPath ensures that retirement assets are aligned with market conditions and each individual’s long-term financial goals.
In addition to account consolidation and rollover evaluations, the program emphasizes financial resilience strategies. By addressing financial fragmentation, reducing stress associated with scattered assets, and promoting streamlined solutions, professionals gain greater flexibility and clarity during career transitions.
Houston and his team at ClearPath Wealth Strategies are committed to advancing financial literacy and providing accessible solutions for everyday professionals. The Financial Resilience Program reflects the firm’s broader mission to equip clients with clear, practical financial strategies tailored to the realities of today’s dynamic economy.
With this launch, ClearPath Wealth Strategies strengthens its role as a forward-thinking provider of financial solutions designed to meet the unique needs of professionals during periods of economic uncertainty and remains committed to uncovering hidden opportunities, consolidating lost accounts, and providing structured financial guidance to individuals navigating today’s evolving financial landscape.
For additional information on the Financial Resilience Program or other initiatives, contact Trevor Houston at trevor@cpwstrategies.com.
Trevor Houston is a Financial Services Professional offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. ClearPath Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Media Contact
Organization: ClearPath Wealth Strategies LLC
Contact Person: Trevor Houston
Website: https://clearpathwealthstrategies.com/
Email: trevor@cpwstrategies.com
Contact Number: +12145851934
Address: 2600 Network Blvd #130
City: Frisco
State: Texas
Country: United States
Release Id: 25032525452