Adam Elesie​
Federal Benefits Consultant

ClearPath Financial
Office: (888) 603-9379
Mobile: (951) 893-5059
​Email: adam@cpfinancial.net
Website: www.cpfinancial.net
​1640 2nd Street Suite 202 Norco, CA 92860

​Services Provided In The States Of: 
​California, Arizona, and New Mexico

Adam Elesie is a retirement consultant and federal employee benefit planner based out of Orange, CA and has been an expert in that field for the last 10 years. In addition to retirement planning, his background in following subjects makes him a valuable resource to the clients he serves:

• 401k/TSP/IRA Rollover Planning
• Social Security Maximization
• Tax Planning
• Estate Planning 
• Tax-Free Income Planning
• Tax-Free Wealth Transfer 
• Balanced Financial Portfolio Management 
• Final Expense Planning ​​

Fill out the form below if you would like to receive our FREE Federal Benefits Protection Kit and a complimentary 15-minute phone consultation! Don't leave your retirement "Grey". Adam and his team will help make your situation black & white to so you can have confidence in your future.

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FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 

• 2020 Tax & Contribution Guide 
• 5 Things You Should Consider Before Claiming Social Security 
• Retirement Income Worksheet 
• Customized Retirement Analyzer Plan