Preparing for retirement
Getting ready to claim benefits? We help put your information in order, one manageable step at a time.
We also help with Medicare and insurance, in partnership with Physicians Mutual.
Your next chapter starts with clarity
Social Security paperwork or Medicare questions? Start with a conversation. We’ll listen, explain how we can help, and make the next step clear.
No payment or Social Security number needed.
A simpler way forwardA personal welcome 30 seconds
Norma or her assistant will call to arrange a time to talk. You decide what happens next.
Request your free callYou don't have to figure out Social Security and Medicare alone. At ClearPath, we start by listening to what you need. Norma or her assistant will call to arrange a time to talk. You'll understand the help available and the cost before deciding. Request your call below with just your name and phone number.
On-screen ending: Request your free call. Just your name and phone number. No payment or Social Security number needed. Use the callback link below this video.
A little less overwhelmed
Forms, unfamiliar terms, a list of things to gather. It can feel like a lot.
We bring a little order to the process, so you can move forward with clarity.
Getting ready to claim benefits? We help put your information in order, one manageable step at a time.
Married, divorced, or widowed. Your circumstances matter, and we help organize the details SSA will ask for.
Still working or already started an application? Get help gathering the facts and checking your forms for completeness.
You make the decisions. We help with the details.
Start Here
Room for what comes next
A morning walk. A long conversation.
The things you’ve been looking forward to.
Simple steps. Real support.
No rushing. No guesswork about what happens next. Just a clear online process, with you in control.
Take it one step at a time.START WITH TWO QUESTIONS
Share your name and a good phone number. Norma or her assistant will call to arrange a time to talk. No payment, Social Security number, or banking information is required.
Request a callKNOW WHAT TO EXPECT
If our service appears to fit, you receive the exact service terms and price before deciding whether to continue. You choose the next step.
MOVE FORWARD, IN CONTROL
We organize your information and prepare the agreed forms. You check every detail, make all decisions, and sign through an accepted method.

Meet the person behind the process
Norma Franklin Main Contributor & Social Security Processor
After more than 30 years in healthcare, Norma understands how confusing benefit details and claims processing can feel.
Her experience working with insurance companies now informs a thoughtful, step-by-step approach to helping people organize their Social Security paperwork.
Clarity includes the cost
Start with a free call. If you decide to continue, you’ll know the scope and exact price before any paid work begins.
Your first step is free. The choice is always yours.
A few things you may be wondering
Knowing what to expect makes the first step a little easier.
No. ClearPath is a private Wisconsin business. It is not affiliated with, endorsed by, or connected to the Social Security Administration or any government agency.
We provide educational information and clerical form-preparation assistance based on the facts and choices you supply. You review the completed work, certify that it is accurate, and sign it yourself.
No. We do not act as your appointed representative, speak for you before SSA, access your SSA record as a representative, or make legal arguments on your behalf.
No. The form simply asks for your name and phone number so Norma can contact you. Only SSA can determine whether you qualify for a benefit or how much you may receive.
The initial call is free, completely on us. Our optional assistance service is regularly $400 and is currently $340 with 15% off. You review the scope before agreeing to paid work. You can apply directly with the government for free.
The contact form asks only for your name and phone number. These details are delivered by email to Norma and the business owner so we can contact you. Never enter your Social Security number, bank information, or medical records. Detailed intake is a separate step if you choose to continue.