Clear Trail Advisors

We are proud to share that Matt Price has been named a 2026 Excellence Awardee by InvestmentNews. This recognition reflects the dedication and leadership Matt brings to our clients and team each and every day.

To our clients: it is a privilege to serve you. Thank you for the personal and professional trust you place in us. For those exploring our firm, we are honored to be considered. Our team specializes in retirement planning and investment management. Everyone has a unique story, and we hope to become an integral part of yours.



[The 2026 InvestmentNews Excellence Award is presented by InvestmentNews. Neither Clear Trail Advisors nor Matt Price paid a fee to participate or be considered for this award. This award does not reflect the investment performance of any client or guarantee future results. For more information, visit investmentnewsawards.com.]

A great day on the course for a great cause. Clear Trail Advisors was proud to sponsor the Fore Every Kid Golf Tournament benefiting The Greater Houston Region of Young Life, held at Lakeside Country Club earlier this month.

Young Life leaders do remarkable work building authentic relationships with the next generation, introducing them to Jesus. We are grateful to support that mission and thankful to Clutch Automotive, BCS, and the for joining us on the course.

We are excited to invite you to our upcoming virtual event on Wednesday, May 13th at 3:00 P.M. where we will discuss one of most important investments you can make: the long-term health of your mind.

Join Clear Trail Advisors and featured speaker Danielle Mitchell for a science-backed conversation on protecting your cognitive health for the years ahead. Danielle's unique background bridging dietetics and counseling makes her one of the most distinctive voices in this space - and we could not be more pleased to welcome her as our guest.

During this session we will cover:
- How nutrition affects brain function and the foods that support a sharper, healthier mind
- The science behind fish oil, omega-3s, and key supplements for cognitive longevity
- The connection between exercise, mental health, and efforts to slow cognitive decline
- How stress, sleep, and gut health play a surprising role in brain aging
- Simple, everyday habits that support long-term brain health and overall wellness

Register here: https://us06web.zoom.us/webinar/register/WN_RfbxC3cJSdKe2CdtpeQ0KQ #/registration

One of the most consistent things we observe is the difference between clients who retire from a job and clients who retire to a life. The numbers can be identical. The income strategy, the portfolio, the tax plan – all the same. But the experience of retirement is completely different depending on whether someone has thought through what they are stepping into.

We encourage every client who is approaching retirement to spend some time thinking through a few of these questions.

Read Matt Price's latest blog on what the first 90 days of retirement may look like: https://cleartrailadvisors.com/blog/trail-talk-the-first-90-days-of-retirement/

Didn’t get the chance to attend our webinar last week? Watch here https://bit.ly/41P0qid and listen to a replay featuring guest speaker Jo Middleton, owner of TradeMark Insurance Agency. Jo discusses how to best prepare and set up your Medicare coverage, covering features and benefits that are often misunderstood. As a Certified Senior Advisor and respected leader in the Medicare industry, Jo brings expertise to help families understand their Medicare plan options.

Social Security plays an important role in retirement, but its impact is best understood within the context of a broader financial plan. How benefits are taxed, when they begin, and how they interact with other income sources can affect long‑term cash flow and overall planning flexibility.

Approaching these decisions with clarity and coordination can help support retirement planning decisions over time, particularly as income needs, tax considerations, and portfolio structure evolve. Get in touch with our team for guidance: https://cleartrailadvisors.com/contact-us/.

With Tax Day approaching on April 15th, it’s a helpful reminder that financial literacy doesn’t end in retirement.

For many retirees, taxes remain an ongoing part of the bigger picture, impacting income, planning decisions, and long‑term confidence. Taking time to understand how different sources of retirement income are taxed may help support clarity and preparedness throughout the year.

From all of us at Clear Trail Advisors, we wish you a smooth Tax Day and continued confidence on the road ahead.

This week, the golf world turns its attention to Augusta National - where patience, precision, and the ability to handle adversity separate the good from the great.

Sounds a lot like retirement planning.

At Clear Trail Advisors, we build Clear Trail Plans™ designed to hold up when conditions get tough - because the goal was never to avoid the storm, it was to be prepared for it.

Wishing everyone a great Masters week.

We are excited to introduce the new Clear Trail Advisors mobile app, where you can easily view your accounts, track progress toward your goals, and stay connected to your financial plan, all from your mobile device. The experience has been designed to be simple, intuitive, and secure.

Getting started is easy:

- Open the App Store on your personal device
- Search for “Clear Trail Advisors”
- Download the app with our logo (App Store: https://apps.apple.com/us/app/clear-trail-advisors/id6759619805 or Google Play: https://play.google.com/store/apps/details?id=com.bdmobile.f4380c&hl=en_US)

Your login credentials will be the same that are used when you access your Clear Trail Client Portal via a browser. If you have not yet signed up for access to your Clear Trail Client Portal, please let us know and we will be happy to assist.