Info@pathwaytoretire.com

1555 Indian River Blvd

Suite 130-A

Vero Beach, FL 32960

We Are Pathway To Retire

We strive to put our clients needs first. Driving to expand their finical scope, plans and knowledge to create the best financial plans.

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Our Company Mission

Our mission drives us to do everything possible to expand our client’s financial scope, plans, and knowledge. We do that by focused plans built specifically for each client and their lifestyle. We update their plans for whatever happens in their lives, and by making sure our clients are put first before anything else. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

Pathway To Retire Values

People Matter

We believe that each person is innately valuable and worthy of the utmost respect and honor. We believe that relationships and business are meant to go together. We put people first and then money second is a priority statement within our Pathway to Retire team. It is this statement that places people and relationships ahead of financial matters.

Integrity Matters

We believe that integrity and truth matter. We believe we must conduct our business in a way that puts suitability, and ethical practices as a center stone in our daily work. It is a matter of us placing a high value on our clients and what their needs are before considering our own.

Communication Matters

We believe that communication with our clients, and partners builds and maintains trust and transparency that is necessary for our business relationships to reach their full potential. We believe that our clients deserve a communication style that is frequent, timely, truthful, and relevant.

Service Matters

We believe that good service is practical and exceptional service is necessary for the pursuit of business excellence. We are here to provide you the best possible financial advice and knowledge throughout every stage of your life and help pave the path towards your financial future.

Time is now

START PAVING YOUR FUTURE TODAY!

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Custom Financial Plans

We create custom financial plans that work for your lifestyle. After all, everyone is going through different things in their life, whether it is marriages, children, college, grandchildren, divorce or finally retiring & legacy planning.

Partner You Can Count On

We are a passion driven team with a deep understanding of your needs, now and in the future. Providing you with solutions that will fit your financial goals.

Client Centric

At the cornerstone of your business are the four values by which we guide our decisions, shape our culture, and commit to the success of our clients.

Meet Your Financial Advisor

Dean Statler: Your Partner in Tax- Efficient Retirement Income and Legacy Planning

Meet Dean Statler, a seasoned Tax-Efficient Retirement Income Strategist with a passion for empowering individuals to secure their financial futures during their retirement years. With a wealth of experience and expertise in the field, Dean is dedicated to providing comprehensive solutions that optimize retirement income while strategically minimizing tax obligations.

Navigating Retirement Income, Tax Strategies, and Legacy Planning:

Dean's expertise extends beyond Retirement Income and Tax Strategies. He recognizes that planning for the future also involves preserving your legacy and maximizing the impact you leave behind. Dean's holistic approach ensures that his clients' financial goals align with their desire to create a meaningful legacy for their loved ones and causes they hold dear.

What Sets Dean Apart:

Expertise: Dean leverages his team of experts with years of specialized experience to craft sophisticated strategies that align with his clients' retirement goals, tax efficiency, and legacy aspirations.
Personalized Approach: Understanding that no two retirements or legacies are the same, Dean takes the time to understand your financial landscape, preferences, and aspirations, ensuring his recommendations resonate with your unique circumstances.
Tax Efficiency: With a keen eye on maximizing both after-tax income and legacy value, Dean's team implements strategies that not only generate tax-efficient income but also preserve and enhance your legacy.
Secure Future: Dean's guidance is about more than just financial advice; it's about ensuring a secure and fulfilling retirement while leaving a lasting legacy that reflects your values.

Family at the Core:

Dean values family deeply. He's a proud parent to three adult children, Dean Jr., Brooke, and Samuel, who have given him the blessing of seven grandchildren. A strong family foundation drives Dean's commitment to ensuring your financial security and leaving a lasting legacy for your loved ones.

Experience Dean's Dedication:

Connect with Dean Statler today to embark on your journey toward a secure and fulfilling retirement and to maximize your legacy's impact. With Dean as your guide, you'll benefit from his unparalleled knowledge, commitment to client success, and a strategic approach that paves the way for financial freedom and meaningful legacy planning. Take the first step towards a retirement and legacy that reflect your dreams and aspirations by partnering with Dean Statler. Your future awaits – and it's brighter than ever before.

Plan For Your Future-Financial Planning

There is no best place to put your retirement money because every individual and couple has unique requirements, tolerances for risks and will need access to their money at different times. This is also why there is no one place to keep your money, which is why each client’s lifestyle must be taken into consideration when coming up with their financial plan. This is where we can be of service.

Contact

(321) 343-6100..

info@pathwaytoretire.com

1555 Indian River Blvd.

Suite 130-A

Vero Beach, FL 32960

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Disclosure

Pathway To Retire LLC (NPN#19482747) is licensed as an Insurance Agency in the State of Florida (License Number: L108682). Nevada - Non-resident Producer / Firm # 3909527 / 3910280

Dean Statler (NPN#8927134) is a licensed Life, Health, and Annuity agent in Florida (License Number: P069240) and Registered Investment Advisor Representative under Virtue Capital Management, (CRD# 7005156) - Investment Adviser (sec.gov) .

Investment advisory services are provided through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pathway To Retire LLC (PTR) operate independently. For a full description of investment risks, fees, and services, please review the Virtue Capital Management firm brochure (ADV Part 2A), available from your Investment Advisor Representative or by contacting Virtue Capital Management. This information is not intended as tax or legal advice and should not be used as such. You are encouraged to seek tax or legal advice from an independent professional. The content on this website is for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and investment strategies involve risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Insurance companies are evaluated based on their financial strength by external rating agencies. These ratings are subject to change, so consumers should verify them diligently. Not all established insurance companies have an "A" rating.

PTR is not affiliated with or endorsed by the Social Security Administration, Centers for Medicare & Medicaid Services (CMS), or any other government agency. Any comments regarding safe and secure investments and guaranteed or protected income streams refer only to fixed insurance products, not securities or investment advisory products. Fixed Insurance and Annuity product guarantees depend on the issuing company's claims-paying ability and are not offered by VCM.

PTR does not give legal advice, please consult your trusted legal professional. PTR is not a tax firm, is not an Enrolled Agent and does not give tax advice. Retirement Tax Strategies should be discussed with your trusted tax professional.

Insurance and annuity products are not sold through Virtue Capital Management, LLC (VCM), and VCM does not endorse or guarantee any annuity or insurance product's performance. Indexed or fixed annuities are not intended for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as specified in the annuity contract. Any guarantees mentioned are supported by the issuing insurance company's financial strength and claims-paying ability.

Fiduciary duty applies solely to investment advisory advice and does not extend to other activities, such as insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management, while insurance products pay a commission, potentially creating a conflict of interest regarding compensation. Clients are not obligated to purchase products on a commissionable basis through the IAR. Additionally, the IAR may receive other compensation, such as fixed or variable life trails. The potential for commissions and other compensation when the IAR acts as an insurance agent may incentivize the IAR to recommend insurance products based on the compensation received.

The S&P 500 index is a broad-based, unmanaged leading indicator of U.S. equities, meant to reflect the risk/return characteristics of the large-cap universe or the equity market in general. This index does not account for fee deductions and is not available for direct investment. Exposure to an asset class represented by an index is accessible through investable instruments based on that index.

Some information and opinions contained herein may be provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

All communication (Email, Phone, Text, Zoom, Teams) with PTR may be recorded for compliance purposes. Opt out of phone, SMS, and email communication anytime by replying or sending notice to info@PathwayToRetire.com.