FREE CONSULTATION FOR TAMPA HR & OWNERS
Give Your Team Expert Financial Guidance Completely Free
Partner with ClearPath Benefit to deliver personalized wealth and asset management education to your employees. A genuine, high-value benefit at zero cost to your company.
No cost. No obligation. No sales pressure.
Claim Your Custom Roadmap
Enter your details below to schedule your free consultation.
LOCAL EXPERTISE
Tampa's Trusted Advisors
The Clear Path To Certainty
Stop guessing about your employee benefits and financial strategy. We help Tampa businesses build competitive, budget-friendly plans that attract top talent and secure your company's future - without the endless research.
In just one free 45-minute consultation, you will receive a custom roadmap tailored to your exact situation. No high-pressure sales. No confusing jargon. Just actionable clarity you can implement immediately.
Why Tampa Bay Employers Choose ClearPath
A meaningful benefit that costs nothing, takes no time, and makes a real difference in your team's financial confidence.
Boost Retention
Employees who feel financially supported stay longer. Reduce turnover and save on hiring costs.
Improve Well-being
Financial stress impacts health and productivity. Give your team the tools to thrive.
Zero HR Burden
We handle everything. Scheduling, delivery, follow-ups. Your HR team simply shares the link.
Expert Credentials
CFP® and CFA credentialed professionals with decades of financial planning experience.
Completely Confidential
Employee participation is private. No employer access to personal financial details.
Practical Education
No jargon, no sales pitches. Real strategies for retirement, debt, investing, and life transitions.
TAMPA SUCCESS STORIES
Trusted By Tampa's Best
"Clear Path Network completely overhauled our benefits package. We saved 15% on our annual budget while actually improving employee coverage. Their local expertise is unmatched."
"As a small business owner, I didn't have time to research retirement plans. They built a custom strategy that gave me clarity and certainty, without any high-pressure sales tactics."
"Their free consultation wasn't just a pitch—it was a deep dive into our financial health. They simplified our options and guided us to a solution that our employees love."
FREE CONSULTATION
Claim Your Custom Roadmap
Get a clear, actionable financial plan for your Tampa business. Discover exactly how to optimize your employee benefits, reduce tax liabilities, and retain top talent—without breaking your budget.
Claim Your Custom Roadmap
Enter your details below to schedule your free consultation.
CLARITY
Before You Commit
We know choosing a financial partner for your Tampa business is a big decision. That's why we've stripped away the sales pressure to give you honest, straightforward answers.
Is this really 100% free for our company?
Yes. Zero setup fees, zero monthly costs, zero vendor contracts. ClearPath Network is funded through partnerships with local financial professionals who are only compensated if your team members choose to transact with them.
Will I be pressured to buy something or sign up for services?
No. Providers are only compensated if you choose to transact. The consultations and information provided are purely educational. This entire platform is built on the foundation that the service providers DO NOT actively try to sell your team members any products or services.
What do employees actually get?
Employees get free consultations with a Certified Financial Planner, Licensed mortgage advisor, and a hand selected real estate agent—with zero obligation. If they choose to transact, they receive an additional $600 appraisal credit and $600 home warranty.
How much time does this take from HR?
Minimal. We provide turnkey communication materials. You share the benefit via email and in your benefits portal. Employees contact providers directly. No ongoing HR management is required.
Is employee participation confidential?
Yes. Employee consultations are completely confidential. Your company only knows if the benefit was accessed, not the content of any discussions or personal financial details.
Who are the financial planners?
Our financial planners are credentialed professionals (CFP® & CFA designations) based right here in the Tampa bay area with expertise in retirement planning, investment strategy, and financial transitions. All providers are licensed, vetted professionals with decades of combined experience serving individuals and corporate teams.
What size companies do you work with?
We partner with midsize to large Tampa Bay area firms with 20–1,000 employees. Our program is designed for professional organizations. If you're outside that range, reach out and we'll see how we can help.
Is there a contract or minimum commitment?
No contracts, no minimums, and no obligation. You can try the program risk-free and see the impact on your team before making any long-term decisions.
How do employees sign up?
Once your company is enrolled, you'll receive a branded portal link. Employees simply visit the page and submit a short opt-in form. Our concierge team will reach out within 24 hours to match them with a hand picked team of professionals based on their specific financial need.
Clear Path Benefit • Tampa, FL
ClearPath Benefit is a financial wellness program operated by HomeLoanAdvisors LLC, NMLS #2766544
HomeLoanAdvisors.com | Home Loan Advisors LLC, NMLS #2766544 | Verify licensing at www.nmlsconsumeraccess.org
This is not a commitment to lend. All mortgage loans are subject to credit approval, borrower qualifications, income verification, property appraisal, sufficient equity (where applicable), and final underwriting guidelines. Interest rates, terms, and programs are subject to change without notice.
HomeLoanAdvisors.com is an Equal Housing Lender.
The information on this website is provided for general informational purposes only and does not constitute an offer to make a loan, financial advice, investment advice, or a recommendation of any product or service. Participation in ClearPath Benefit is completely free and creates no obligation to obtain mortgage or any other financial products.
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