ClearPath Financial Team

The Toledo-based ClearPath Financial Team is made up of Chris Heerdegen and Harrison Schoettley.

Their goal is to guide clients on a path to financial security, helping to alleviate threats and capitalize on opportunities to help them accomplish their financial goals now and in the future. This diverse team of experienced planners focuses on a wide array of different services including small business succession, estate planning, wealth accumulation planning, retirement income strategy, family wealth protection strategies, and financial education workshops. By designing financial plans around the unique needs of individuals and families, the ClearPath team strives to help people make their financial dreams a reality.